Job Summary

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 robust relationships with existing clients to ensure retention and increase wallet share.

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