Wealth Manager in SMC Private Wealth Group @ SMC Global Securities

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Wealth Manager in SMC Private Wealth Group

SMC Global Securities
3 to 8 Yrs
Pune
4 years ago
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Job Description

Responsible for prospecting, qualifying, and generating new qualified sales leads through Data and other channels.
Experience with targeted campaigning for Founders, Directors, CEOs, CTO and VP level clients and making first level contacts.
Converting relations into business projects.

Product knowledge must (MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured , Real Estate advisory)

Great networking skills
Equipping staff with technical and Social skills needed to enhance sales

Work Experience:

3-8yrs of experience in BFSI and NBFC sector.

Skills:

Basic knowledge of Investment banking
Presentable, Fluent Vocabulary & Excellent Convincing skills
Basic Knowledge of MS Office / Word / Excel
Proactive

Thanks & Regards

Priya Yadav

Assistant Manager HR

SMC Private Wealth Limited

Lotus Corporate Park, Mumbai 400063

Contact No : (+91) 8369324*** ; Ext: 234

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Pre-SalesClient Server
Functional Area: Not Applicable
Role/Responsibilies: Wealth Manager in SMC Private Wealth Group

Contact Details:

Company: SMC Global Securities
Location(s): Pune

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Keyskills: mutual funds sales lead generation pms relationship management cold calling wealth management generate meeting aif corporate fds unlisted sahre

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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...

Wealth Manager in SMC Private Wealth Group @ SMC Global Securities

Home > Pre-SalesClient Server