We are looking for a dynamic and result-oriented Wealth Relationship Manager to manage and develop relationships with HNI and Ultra-HNI clients. The candidate will be responsible for driving business growth through the acquisition of new clients and distribution of wealth management products, with a primary focus on Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
Key Responsibilities
- Acquire and manage relationships with HNI and Ultra-HNI clients.
- Drive business development and generate revenue through PMS and AIF products.
- Identify potential investors through networking, referrals, and market mapping.
- Understand clients' financial goals, investment preferences, and risk appetite.
- Recommend suitable PMS and AIF investment solutions based on client requirements and eligibility.
- Drive Assets Under Management growth and achieve assigned business targets.
- Build and maintain solid relationships with existing clients to ensure retention and increase wallet share.
📌 Wealth Manager (New Delhi)
🏢 SMC Global Securities
📍 New Delhi
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