SMC Global Securities
Job Title: Relationship Manager – Unlisted Shares Sales

Location: Delhi
Role Overview

We are looking for a agile and result-oriented Relationship Manager to drive the sales of Unlisted Equity Shares and Pre-IPO investment opportunities. The role involves acquiring and managing HNI/UHNI clients, identifying investment opportunities, and delivering customized wealth solutions while achieving business and revenue targets.
Key Responsibilities
Acquire and onboard HNI, UHNI, Family Offices, Corporate Clients, and affluent investors for Unlisted Shares investments.
Drive sales of Unlisted Equity Shares and Pre-IPO opportunities through client acquisition and relationship management.
Generate recent business through referrals, networking, and market outreach.
Understand clients' investment objectives and recommend suitable investment prospects.
Build and maintain long-term client relationships through regular engagement and portfolio reviews.
Stay updated on capital market trends, IPO pipeline, and regulatory developments.




Maintain accurate CRM records, sales MIS, and client documentation while ensuring compliance with internal and regulatory guidelines.
Desired Candidate Profile
Graduate in any discipline; Finance/Marketing preferred.
2–8 years of experience in Wealth Management, Broking, Capital Markets, or Unlisted Shares sales.
Strong understanding of Unlisted Equity, Pre-IPO investments, and capital market products.
Excellent communication, negotiation, presentation, and relationship management skills.
Existing HNI/UHNI client network will be an added advantage.
Key Skills

Unlisted Shares | Pre-IPO Investments | HNI/UHNI Sales | Relationship Management | Wealth Management | Business Development | Capital Markets | Investment Advisory | PMS | AIF | Mutual Funds | Bonds | Client Servicing | CRM
Preferred Industry

Wealth Management | Broking | Capital Markets | Asset Management | NBFC | Financial Services

📌 Relationship Manager Unlisted Shares New Delhi
🏢 SMC Global Securities
📍 New Delhi