Wealth Manager

SMIFS; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SMIFS in Pune invites a Relationship Manager to acquire preferred clients and manage their financial portfolios. You will advise on investments, grow AUM, and coordinate with product and research teams to support informed decisions.

You will also engage in seminars and events to expand the client base, while tracking market trends to identify opportunities and build wallet share across asset classes.

Qualifications

• Experience in stock broking/wealth management or bank setup.
• Graduation in any field.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Minimum two years of stability in current or previous roles.

Responsibilities

• Acquiring preferred clients (Mass Affluent, HNI, UHNI, Family Office).
• Maintaining client relationships and generating AUM from preferred clients.
• Advising clients on investments and managing their overall financial portfolio.
• Tracking target client segments for new client acquisition.
• Coordinating with product and research teams for investment decisions.
• Organizing seminars, workshops, events and other business development activities.

Job description

Role & responsibilities

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Mass Affluent, HNI, UHNI, Family Office)
• Maintaining client relationships and generate AUM from preferred clients.
• Advising clients on their investments and managing their overall financial portfolio and acquiring the wallet share from existing clients
• Track the target Client segment in the market for new client acquisition
• opportunities/ financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops, events and other business development activities.

Preferred candidate profile

• Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up.
• Graduation in any field.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability).