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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Rs 5 - 12 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Company:- SMC Investments and Advisors LimitedDesignation: - Private Wealth ManagerProduct :- MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy.Qualification:- GraduationLocation :- GoregaonExp :- 4 year intoWealth ManagementAge: - Up to 30 or belowWealth Manager Roles And Responsibilities:-Should have good communication and presentation skillWill 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 clientsTo coordinate with product and research team for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.To achieve budgeted targets in terms of number of clients/volume of business & assets.To research, investigate and update themselves on available investmentTo 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 reassessmentNeelam JaiswalSr. Executive HRMob - 9867490140Email:neelam@securehrservices.com
Keyskills :
financial performancefixed income derivativescustomer relationswealthresearchderivativesmobbusiness developmentmarketinghouseequitiesforexreturnssmcbusinesstradingaifhni