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3 Job openings at SMC Private Wealth
Product Manager- Private Wealth

New Delhi, Delhi, India

2 years

None Not disclosed

On-site

Full Time

Location: Karol Bagh Job Description for Wealth Product Specialist: 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. Reporting: Prepare monthly and quarterly business and performance reports for internal stake holders. 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. Share CV at monika@smcinvestments.co.in

AI Video Creator- Freelancer

New Delhi, Delhi, India

0 years

None Not disclosed

On-site

Part Time

Company Description SMC Private Wealth, with over two decades of experience, designs customized solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our dedicated Wealth Managers develop personalized strategies by understanding clients' financial needs and goals. Boasting a strong track record, our team excels in managing wealth through varied formats and mitigating risks during market fluctuations. Our research team continuously tracks market dynamics to implement the best wealth ideas. Role Description This is a full-time on-site role for an AI Video Creator located in New Delhi. The AI Video Creator will be responsible for producing and editing videos, incorporating motion graphics and multimedia elements. The candidate will oversee the entire video post-production process and ensure high-quality output. Regular collaboration with the creative team to produce engaging content and meet project deadlines will be a key part of the role. Qualifications Strong Video Production, Motion Graphics, and Multimedia skills Proficiency in Video Editing and Video Post-Production techniques Excellent attention to detail and creativity Strong collaboration and communication skills Ability to work on-site in New Delhi Experience with AI tools and technologies for video creation is a plus Bachelor's degree in Film, Media, or a related field preferred share resume/ portfolio at hr@smcwealth.com

Wealth Manager

Delhi, India

0 years

None Not disclosed

On-site

Full Time

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi / Mumbai Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management (AUM) targets through effective sales and advisory of investment products such as PMS, AIFs, unlisted shares, and others. Key Responsibilities: New Client Acquisition: Proactively identify and acquire HNI/UHNI clients through referrals, networking, and market analysis. Sales & Advisory: Promote and sell a range of in-house and third-party financial products, including: Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Unlisted Shares Mutual Funds, Bonds, SIPs Insurance, Equities, Commodities, and Currency products Relationship Management: Build and nurture long-term relationships with clients by understanding their financial goals and offering suitable investment solutions. Target Achievement: Consistently achieve set targets for new client onboarding, business volume, and AUM growth. Desired Candidate Profile: Experience: Demonstrated success in client acquisition and sales, with a self-acquired AUM portfolio exceeding ₹20 crores. Product Knowledge: In-depth knowledge of PMS and related investment products. Skills: Excellent interpersonal and communication skills with a proven ability to attract, engage, and retain clients. Qualifications: MBA (Finance/Marketing), CFP, or CFA preferred. Company Links: SMC Private Wealth: https://www.smcprivatewealth.com/ SMC PMS: https://smcpms.com/

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