Relationship Manager - Dealing

About the Company

SMC Private Wealth is the premium wealth management arm of SMC Group, a financial services company with more than 30 years of market experience in India. The firm offers end-to-end wealth solutions for high-net-worth and ultra-high-net-worth clients, covering portfolio management services, alternative investment funds, mutual funds, bonds, fixed income options, insurance, and other investment products.

The organization is expanding and is seeking experienced wealth management professionals to join its team in several locations.

Role Overview

This position is for a Relationship Manager - Dealer based in Pune. The role focuses on client servicing, trade execution, portfolio-related guidance, and revenue generation through brokerage and business development.

Key Responsibilities

• Carry out client orders and handle pre-trade and post-trade confirmations accurately.
• Build strong, lasting relationships with customers to support client retention and long-term engagement.
• Work towards bringing in new business opportunities while maintaining existing client relationships.
• Follow all compliance and operational guidelines in day-to-day work.
• Generate brokerage revenue by sharing SMC research-based ideas for equity, commodity, and currency portfolios.
• Support clients with long-term investment recommendations as well as positional trading ideas for short- to medium-term opportunities.
• Re-engage dormant clients and help restore active business relationships.
• Improve the client base by converting leads into active customers.

Eligibility and Qualification

Applicants should be graduates from any discipline and must hold NISM Series VIII certification.

Additional Information

Employer: SMC Global Securities Limited

Job location: Pune, India