| Wealth Manager in SMC Pune for Client
- SMC Global Securities
- 3 to 8 Yrs
- Pune
- 5 years ago
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Job Description
Dear All
SMC Global is looking Private Wealth Manager in The Pune location
Designation: Private Wealth Manager (Client Acquisition)
CTC: Depending upon last drawn CTC and experience
Opening: 10
Industry: Banking & Financial
Work Location: Pune
Wealth Manager Roles And Responsibilities:
Should have good communication and presentation skill
Will be responsible for acquiring preferred clients (HNI/Ultra HNI ).
To Maintain client relationships and generate AUM from preferred clients.
To Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To coordinate with the product and research team for making investment decisions for the clients.
To conduct and assist in organizing seminars, workshops, and other business development activities.
To achieve budgeted targets in terms of a number of clients/volume of business & assets.
To research, investigate, and update themselves on available investment
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
CTC: Depending upon last drawn CTC and experience
The below criteria for all candidates :
-Candidates have to get their own cliental base.
- Two meetings in a day is a must.
- Minimum investment ticket size is Rs 25.00 Lakhs. ( key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory, Will creating )
Interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to my email id: ka****s@sm***********s.co.in
Contact: Kanika Sharma
Telephone: 9560886***
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial ServicesRole Category: Sales / BDFunctional Area: Not ApplicableRole/Responsibilies: | Wealth Manager in SMC Pune for ClientContact Details:
Company: SMC Global SecuritiesLocation(s): Pune
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SMC Global Securities
SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financia...
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