SMC - Wealth Relationship Manager (3-12 yrs)
Work Location : Delhi & Mumbai
Wealth Manager Roles and Responsibilities :
- Procuring Private Wealth clients through networking, database, market analysis, and references
- Maintain client relationships and generate AUM (Mutual fund, PMS) from HNI/Ultra HNI clients
- Achieve the financial goals of the clients through various product line
- 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
Desired Candidate Profile :
- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities & Currency
- Preferably handling AUM of 50cr. and above
- Should have excellent social/ interpersonal skills
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