Roles and Responsibilities :
- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized investment advice and solutions to meet their financial goals.
- Develop and maintain robust relationships with clients through regular communication, ensuring exceptional customer service and satisfaction.
- Identify new business opportunities by networking within the community, attending events, and leveraging existing contacts to expand the client base.
- Collaborate with internal teams to deliver tailored products and services that meet client needs.

Job Requirements :
- 7-20 years of experience in B2B sales or private wealth management.
- Proven track record of success in managing large volumes of assets under management (AUM).
- Strong understanding of b2b sales principles, including relationship building, negotiation techniques, and closing deals.
- Excellent communication skills for effective interaction with HNI clients.

📌 Senior Private Wealth Manager (New Delhi)
🏢 SMC Global Securities
📍 New Delhi