Working Days: Monday to Friday Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.
SMC Private Wealth Position: Senior Wealth Manager/ AVP Location: Delhi (Karol Bagh)/ Mumbai (Goregaon East) Working Days: Monday to Friday Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.
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 Net Worth (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.
Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai Working Days: Monday to Friday 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 targets. 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.
Working Days: Monday to Friday Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.
Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.
We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and should be proactive in working with cross-functional teams. Key Responsibilities: Product Tie-Ups Empanelment: Identify and onboard new products and partners across Wealth Management domains. Sales Team Training: Design and deliver training modules for the Wealth Sales team to improve product knowledge and pitch effectiveness. Client Portfolio Reviews: Analyze and review client portfolios to assist the sales team with personalized solutions. Client Interactions: Participate in client meetings and calls when needed for product-related discussions. Product Deck Creation: Prepare and compare product decks (Performance/Risk-based) for client and internal use. Agreements Renewals: Review, negotiate, and renew product-related agreements and contracts. Business Negotiations Commercials: Engage in negotiations for commercials with product manufacturers and partners. Sales Enablement: Support internal business drives and new product initiatives. Candidate Requirements: Bachelor's degree in Finance, Business, or a related field. MBA/PG preferred. Minimum 2+ years of experience in Financial Product Management or Wealth Product Development. Strong knowledge of financial products such as Mutual Funds, PMS, AIFs, Bonds, etc. Excellent communication and presentation skills. Proficiency in MS Excel, PowerPoint, and reporting tools. Ability to work independently and cross-functionally.
Key Responsibilities Strategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. Product Advisory: Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. Revenue & P\&L Ownership: Drive revenue growth, profitability, and cost efficiency for the vertical. Market Positioning: Represent SMC at industry forums, events, and partnerships to enhance brand positioning in wealth management. Compliance & Governance: Ensure regulatory adherence, client confidentiality, and ethical standards. Desired Profile Experience: 12-18 years in wealth management, with proven success in managing good AUM and leading large teams. Leadership: Demonstrated ability to build, scale, and manage private wealth businesses at a regional/national level. Relationships: Strong network with HNIs, UHNIs, family offices, and institutional clients. Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership presence.
Working Days: Monday to Friday Role Overview: We are seeking a dynamic professional to drive B2B sales of our Portfolio Management Services (PMS). The role focuses on building and managing strong relationships with Wealth Managers, IFAs, RIAs, and Distribution Partners, ensuring deeper market penetration and higher business volumes for PMS. Key Responsibilities: Channel Development: Identify, empanel, and onboard new distribution partners (Wealth Managers, IFAs, RIAs, Family Offices, Banks). Sales Growth: Promote in-house PMS products to the partner network and drive business targets. Relationship Management: Build and maintain long-term relationships with channel partners to enhance engagement and increase wallet share. Training & Support: Conduct product presentations, training sessions, and joint client meetings with partners to support PMS sales. Market Intelligence: Track competitor offerings, market trends, and provide feedback to the product team. Revenue Achievement: Meet assigned business targets in terms of PMS AUM and partner activation. Desired Candidate Profile: Experience: Experience in B2B sales/distribution of PMS/Investment products (Wealth Management, AMC, or Distribution background preferred). Network: Strong existing relationships with IFAs, RIAs, Banks, and Wealth Management firms in Mumbai and Western region. Skills: Excellent communication, presentation, and relationship management skills. Product Knowledge: In-depth understanding of PMS, AIFs, and capital market products. Qualification: MBA/PGDM/Graduate in Finance or related discipline. Would you like me to also create a LinkedIn job post version of this (short, catchy, with hashtags) like we did for your B2C role, or keep this only as a detailed JD document?
Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 5+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.
Role Overview As VP/SVP Private Wealth, you will play a pivotal role in leading our wealth management business. You will be responsible for scaling the franchise, driving client acquisition at the highest levels, and mentoring leaders within the team. This role requires a seasoned professional who can balance strategic vision with execution, while building enduring client relationships and ensuring superior business growth. Key Responsibilities - Strategic Business Leadership:* Define and implement strategies to grow AUM and expand the Private Wealth business across regions. - Team Leadership & Mentorship:* Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. - Client Acquisition & Retention:* Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. - Product Advisory:* Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. - Revenue & P\&L Ownership:* Drive revenue growth, profitability, and cost efficiency for the vertical. - Market Positioning:* Represent SMC at industry forums, events, and partnerships to enhance brand positioning in wealth management. - Compliance & Governance:* Ensure regulatory adherence, client confidentiality, and ethical standards. Desired Profile - Experience:* 12- 18 years in wealth management, with proven success in managing good AUM and leading large teams. - Leadership: Demonstrated ability to build, scale, and manage private wealth businesses at a regional/national level. - Relationships: Strong network with HNIs, UHNIs, family offices, and institutional clients. Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership presence.
SMC Private Wealth Position: Senior Wealth Manager/ AVP Location: Delhi (Karol Bagh)/ Mumbai (Goregaon East) Working Days: Monday to Friday Role 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, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills.