Posted:15 hours ago|
Platform:
Work from Office
Full Time
Company: SMC Private Wealth
Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Company Overview: SMC Private Wealth specializes in wealth management for High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions.
Role Overview: As a Team Leader (playing caption role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base.
Key Responsibilities:
Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and referrals. Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions. Relationship Building: Cultivate and maintain strong client relationships to increase Assets Under Management (AUM). Target Achievement: Drive team efforts to meet and exceed client acquisition and AUM argets.
Desired Profile:
Experience: Proven success in sales and managing AUM of ?50 crores+, with leadership experience. Product Knowledge: Expertise in PMS and investment products. Skills: Strong leadership, interpersonal skills, and strategic thinking.
Qualifications:
Relevant degree in Finance or a related field. Additional management certifications are a plus.
SMC Investments
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