SMC PRIVATE WEALTH

Private Wealth Manager – B2B Sales

Location: Karol Bagh, Delhi

Working Days: Monday to Friday

Department: Private Wealth Management

ABOUT SMC PRIVATE WEALTH

SMC Private Wealth is the premium wealth management division of SMC Group, offering a comprehensive suite of investment solutions including PMS, AIFs, Mutual Funds, Bonds, Fixed Income

Products, and other curated Third-Party Products.

ROLE OVERVIEW

We are seeking an experienced and result-oriented Private Wealth Manager – B2B Sales to drive business growth through channel partnerships and distribution networks. The role involves acquiring and managing relationships with IFAs, MFDs, Wealth Firms, Brokers, Corporate Referral Partners, and other financial intermediaries while promoting SMC's in-house PMS offerings and third-party wealth products.

KEY RESPONSIBILITIES

1. Channel Partner Acquisition & Network Expansion
- Identify, prospect, and onboard new Distributors, IFAs, MFDs, Wealth Management Firms, Brokers, Corporate Partners, and financial intermediaries.
- Expand SMC's distribution network and drive successful empanelment.
- Conduct partner acquisition meetings and business presentations to create new business opportunities.





• Build a solid pipeline of prospective channel partners and drive successful empanelment.

- Business Development & Revenue Generation

- Drive sales of In-house PMS and Third-Party Products including PMS, AIFs, Mutual Funds, Bonds, and Fixed Income Products.

• Achieve monthly, quarterly, and annual business targets.

- Relationship Management

- Develop and maintain long-term relationships with channel partners.

• Conduct regular meetings, business reviews, and engagement activities.

- Product Promotion & Partner Support

- Conduct product presentations, investment discussions, and training sessions.

• Support partners with product knowledge and sales opportunities.

DESIRED PROFILE Experience: Minimum 5 years in Wealth Management, Asset Management, Financial Services, Capital Markets, or Channel Sales.

Skills: Relationship Management, Partner Acquisition, Communication, Presentation Skills, Business Development.

Product Knowledge: PMS, AIFs, Mutual Funds, Bonds, Fixed Income Products, and Wealth Management Solutions.

QUALIFICATIONS

Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or a related field.

MBA/PGDM preferred. NISM/AMFI certifications will be an added advantage.

📌 SMC Private WealthB Sales (Delhi)
🏢 SMC Global Securities
📍 Delhi