ROLE OVERVIEW:

We are seeking a driven and client-centric Private Wealth Manager / Senior Wealth Manager to join our

growing wealth practice. In this high-impact role, you will be responsible for acquiring, onboarding, and

managing a portfolio of HNI and UHNI clients. You will act as a trusted financial advisor, offering tailored

investment solutions aligned with each client's risk profile, financial goals, and life stage. This role demands a

sharp sales acumen, deep product knowledge, and the ability to build enduring client relationships.

KEY RESPONSIBILITIES:

1. Client Acquisition & Business Development

Identify, prospect, and onboard HNI/UHNI clients through structured networking, referrals, industry

events, and digital channels.

Develop and execute a robust pipeline management strategy to consistently meet and exceed

acquisition targets.

Leverage existing relationships, centres of influence, and market intelligence to drive recent business.

Conduct impactful discovery meetings to assess client financial goals, risk appetite, and investment

horizon.

2. Wealth Advisory & Portfolio Management

Provide holistic, goal-based financial planning and investment advisory services to a defined client book.

Recommend and sell in-house Portfolio Management Services (PMS) and curated third-party products

including Mutual Funds, Alternative Investment Funds (AIFs), Bonds, Fixed Income Products, SIPs,

Unlisted Shares, Equities, Commodities, and Currency.

Construct and regularly review diversified investment portfolios in line with clients' evolving financial

needs.

Stay current on market trends, regulatory changes,



and new product launches to deliver timely, relevant

advice.

3. Relationship Management & Client Retention

Build deep, trust-based relationships that position SMC Private Wealth as the client's primary wealth

partner.

Conduct periodic portfolio reviews, performance updates, and proactive rebalancing discussions.

Resolve client queries and service requests with urgency and professionalism, ensuring high satisfaction

and retention.

Grow wallet share within existing client relationships through cross-selling and up-selling relevant

products.

4. AUM Growth & Target Achievement

Achieve monthly, quarterly, and annual targets for client acquisition, revenue generation, and Assets

Under Management (AUM) growth.

Manage and grow an AUM book of 20 Crore or above, with a clear roadmap to expand it significantly.

Maintain accurate and up-to-date records of client interactions, pipeline status, and business activity in

the CRM system.

5. Compliance & Risk Management

Ensure all client interactions, recommendations, and transactions comply with SEBI regulations and

internal risk/compliance policies.

Maintain complete and accurate KYC documentation for all onboarded clients.

Adhere to the highest standards of ethical conduct, data privacy,



and fiduciary responsibility.

DESIRED PROFILE

Experience

512 years of experience in private banking, wealth management, or financial services, with a proven

track record in HNI/UHNI client management.

Demonstrated ability to independently manage and grow an AUM book of 50 Crore or above.

Prior experience in selling PMS, AIFs, and other complex investment products is highly preferred.

Skills & Competencies

Exceptional interpersonal and communication skills with the ability to engage and influence sophisticated

investors.

Strong consultative selling skills and the ability to close high-value transactions.

Analytical thinking with the ability to interpret market data and translate it into actionable investment

advice.

Self-motivated, target-oriented, and comfortable operating in a performance-driven environment.

Proficiency in CRM tools, MS Office suite, and familiarity with digital wealth platforms.

Product Knowledge

In-depth knowledge of PMS, AIFs (Category I, II & III), Mutual Funds, Bonds, Equities, and Structured

Products.

Understanding of tax-efficient investment strategies, estate planning concepts, and regulatory

frameworks (SEBI, AMFI).

QUALIFICATIONS

Bachelor's degree in Finance, Economics, Business Administration, or a related field. MBA/PGDM in

Finance preferred.

NISM Series V-A (Mutual Fund Distributor), NISM Series XXI-A (PMS), or CFP/CWM certification is a

strong advantage.

AMFI Registration Number (ARN) is desirable.Role & responsibilities

Preferred candidate profile

📌 Private Wealth Manager (Nagpur)
🏢 Veerwal Getwork Services
📍 Nagpur