Wealth Manager

SMC Global Securities; New Delhi; On-site; INR 900,000 - 1,300,000; Full time

Job summary

SMC Global Securities is seeking a Wealth Relationship Manager to build and manage relationships with HNI and Ultra-HNI clients in Delhi. The role emphasizes growth through PMS and AIF products, understanding client goals, and tailoring investment solutions to risk profiles.

Candidates will drive business development, identify potential investors, and work towards increasing assets under management while maintaining strong client relationships and ensuring high retention and wallet share.

Responsibilities

• Acquire and manage relationships with HNI and Ultra-HNI clients.
• Drive business development and generate revenue through PMS and AIF products.
• Identify potential investors through networking, referrals, and market mapping.
• Understand clients' financial goals, investment preferences, and risk appetite.
• Recommend suitable PMS and AIF investment solutions based on client requirements and eligibility.
• Drive Assets Under Management growth and achieve assigned business targets.
• Build and maintain strong relationships with existing clients to ensure retention and increase wallet share.

Job description

Job Summary

We are looking for a dynamic and result-oriented Wealth Relationship Manager to manage and develop relationships with HNI and Ultra-HNI clients. The candidate will be responsible for driving business growth through the acquisition of new clients and distribution of wealth management products, with a primary focus on Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).

Key Responsibilities

• Acquire and manage relationships with HNI and Ultra-HNI clients.
• Drive business development and generate revenue through PMS and AIF products.
• Identify potential investors through networking, referrals, and market mapping.
• Understand clients' financial goals, investment preferences, and risk appetite.
• Recommend suitable PMS and AIF investment solutions based on client requirements and eligibility.
• Drive Assets Under Management growth and achieve assigned business targets.
• Build and maintain strong relationships with existing clients to ensure retention and increase wallet share.