SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerLocation: Delhi/ Mumbai/ PuneWorking Days: Monday to FridayRole Overview:Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products.Key Responsibilities:New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency.Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.Achieve set targets for client acquisition, revenue generation, and AUM.Desired Profile:Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, EquityQualification: CFP / CFA / MBA in Finance / Marketing2+ years experience in financial services/ Broking CompanyShould be an Individual ContributorHandling a book size/AUM of more than 20cr.Personality and Good communication skills.https://www.smcprivatewealth.com/https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Profile: Service Relationship Manager Wealth (SMC Private Wealth)Location: Mumbai (Goregaon East)Working Location: 5 days (Mon-Fri)Job Requirement: Provide fundamental support in all phases of client service, client relationshipbuilding, and account maintenance to assist the business activities of Relationship Managers.Handling Client Requests for Investment in Mutual Funds, PMS, AIF, and Bonds.Processing client KYC in Mutual funds for Resident individuals, NRI & Company accounts.Opening Investment accounts of Residents, NRI, and Company clients.Processing Broker code change and bank Mandate in client Mutual Fund Investment.Documenting PMS, AIF, and Bonds application of clientEvery Month send reports to the client of their investments.Following up with a client to update the Nominee in an Investment account, Demat account, and Deposit account.Interacting with clients once in quarter.Following Up with Branches to process Branch related requests of the clientHandling saving account opening and NRI account opening.Handling queries of NRE, NRO, and FCNR accounts and opening accounts as well. Handingcomplete demat operations and also open demat and trading accounts for residents andNRI.Opening PPF, NPS, and Sukanya accounts and providing the product information to thecustomer.Handling loan account queries of client knowledge in locker operations.Processing outward remittances for resident and Nonresident clients also issuing travelcards to clients.Updating KYC for resident, NRI, and current account clients. Handling death cases in savingsand mutual funds of HNI clients. Updating FATCA for NRI and Resident customers.Processing Retail and Corporate Net banking.Processing tax payments for resident and corporate customers. Handling mutual fund queries of residents and NRI customers.Company URL: https://www.smctradeonline.com/https://pmsgrowth.smcprivatewealth.com/apply now or share your CV at monika@smcinvestments.co.in

JOB DESCRIPTION Business Development - Retail JOB PROFILE Relationship Manager DealingJob Responsibilities:Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial PerspectiveExecute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads.2. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. B. Internal/External Responsiveness • Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). Customer/Client relationship Management. C. Internal process Perspective • Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ). MIS /Data Management (Protection & Confidentiality). Liaison with various departments. CRM usage. D. Innovation & Learning Perspective • Updated Knowledge of latest market Trends/Policies of BSE/NSE etc. New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars. NISM (Mandatory) MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS)1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clientss requirements and providing them requisite services. Interested candidates drop your CV on:WhatsApp: 9147159768 Mail ID: khilat.afreen@smcindiaonline.com

Ensure precise and error free execution of trade Responsible for accuracy in preparing and printing contracts for clients and confirming the receipt. Ensures smooth settlement of trade and post trading activities Keeping in touch with circulars of NSE & BSE for operation in dealing and back office. Responsible for sending intimation of IPO/FPO to colleagues. Ensures proper documentation of papers for empanelment with institutional clients and following up with legal department for same. Responsible for providing brokerage details to accounts department for brokerage received from custodian. Responsible for keeping a check of ledger & trial balance for institutional clients. Responsible for sending monthly letters to Birla Sun life Insurance, SBI, SBI Pension etc. for back office. Ensures timely execution of back office operations by sending STP, contract, etc. without any discrepancy.

We have an urgent opening for Sales Manager position for below mentioned location Location: Chennai || Hyderabad || CoimbatoreRole & responsibilities1. Evaluating and assisting in achieving the Teams Targets.2. Accomplishment of revenue targets of Relationship Manager, 3. Accomplishment of Account opening targets & Cross Selling target of Relationship Manager, 4. Accomplishment of AUM (Asset Under Management) of Team 5. Keeping the Clients satisfied and updated about their Trading related details and queries - for himself/herself & team 7. Success Ration of his/her team.8. Number of Complaints received against his Team.9. Ensure Daily Sales Reports in CRM software.10. MIS and data updation and protection.11. Team build up & DevelopmentJob Requirements: 1. Candidate to come along with his/her team at least 3people 2. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives)3. Min Experience required at least 3yrs in broking /share market. Equity Dealer MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS)1.Execute the orders on behalf of clients by doing Pre trade post trade confirmation.2.Responsible to achieve brokerage revenue of CTC.3.Opening new D'mat and trading accounts of clients through self sources and through the company's leads.4. Client Reactivation.5. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.6.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC.7. Candidate should be Graduate + Certified NISM 8 Equity Derivatives module.Interested Candidate can share their CV at payelbarat@smcindiaonline.com or can WhatsApp at 9711920057

We have an Urgent Requirements for Tamil Candidates for Tele Sales , find below the job details -Designation : Tele Sales Executive (Tamil Language)Location : NoidaSalary: Best as per CandidatureJob Description:New Client activation of Demat & Trading Accounts through online leads over the telephonePrepares and maintains MIS on daily basis of the productivity i.e. number of calls done and how many of the clients were interested and forward it to the senior.Providing clients with sound knowledge regarding the products of the company and convincing them to opt for activation of their accounts.Source the business of other products ( Telegram , Auto tender etc.)Desired Candidate Profile0-1 year of experience in tele calling or tele sales industry.GraduateStrong understanding of Tamil language is mandatory.Familiarity with stock market concepts such as Demat accounts, equity markets, etc. Interested candidate can share their updated resume at payelbarat@smcindiaonline.com or whatsapp at 9711920057 for further discussion.

About SMC 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 financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX).Website: http://www.smcindiaonline.comRelationship Manager - Sales JOB RESPONSIBILITIESResponsible for meeting the targets of Online/Offline Demat and Trading account in various segments.Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors. Generating leads through cold calling.Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients.Relationship Manager - DealingJOB RESPONSIBILITIESResponsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.Business/ Operational/ Functional/ Financial Perspective.Execute the orders on behalf of clients by doing pre-trade post-trade confirmation.Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.Responsible to ensure all activities are in adherence as per Compliance.Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.Responsible for reactivation of dormant clients.Ensure growth in client by converting leads.Interested candidates forward your CV at rithtika.das@smcindiaonline.comor WhatsApp at 9147060917

Role & responsibilities:Outline the day-to-day responsibilities for this role.Preferred candidate profile:Specify required role expertise, previous job experience, or relevant certifications.Perks and benefits:Mention available facilities and benefits the company is offering with this job.

About SMC 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 financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX).Website: http://www.smcindiaonline.comRelationship Manager - Sales JOB RESPONSIBILITIESResponsible for meeting the targets of Online/Offline Demat and Trading account in various segments.Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors. Generating leads through cold calling.Accomplishing meeting targets, as set by Superiors. Analysing & increasing the client database and finding out the potential Clients- based on their priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients.Relationship Manager - DealingJOB RESPONSIBILITIESResponsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.Business/ Operational/ Functional/ Financial Perspective.Execute the orders on behalf of clients by doing pre-trade post-trade confirmation.Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.Responsible to ensure all activities are in adherence as per Compliance.Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.Responsible for reactivation of dormant clients.Ensure growth in client by converting leads.Interested candidates forward your CV at debalinasaha@smcindiaonline.com orWhatsApp at 9147159769