SMIFS LIMITED
Website:
smifs.com
Job details:
Company Description
SMIFS Limited, established in 1993, provides a comprehensive range of financial services, including Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution Services for Mutual Funds, IPOs, and FPOs. Under the leadership of Mr. Rahul Kayan, alongside experienced industry veterans Mr. Ajay Kayan and Mr. Utsav Parekh, the company operates with a focus on Institutional and Ultra High Net Worth Individuals (UHNI). SMIFS is renowned for its robust Research & Advisory expertise, supported by a professional team of analysts. With a pan-India presence, the company is committed to upholding its values of Legacy, Growth, and Trust.
Role Description
This is a full-time on-site role for a Manager / AVP / DVP / VP - Wealth, located in Kolkata. The responsibilities include managing client relationships, creating tailored wealth management solutions, and driving business development initiatives. The role involves offering advisory services on investment opportunities, designing financial portfolios, and ensuring client satisfaction. The individual will work collaboratively with internal teams to leverage research and deliver optimal wealth solutions to clients. Regular monitoring of client portfolios to optimize returns and mitigate risks is also part of the daily responsibilities.
Qualifications
- Proven expertise in Wealth Management, Financial Advisory, and Investment Strategies
- Strong understanding of financial products including Mutual Funds, Equity, Fixed Income, and Alternative Investments
- Skills in client relationship management, business development, and customer satisfaction
- Experience in financial concepts such as portfolio management, risk assessment, and asset allocation
- Excellent communication, interpersonal, and negotiation skills
- Ability to analyze market trends and provide data-driven recommendations
- Relevant qualifications such as an MBA in Finance, CFA, CFP, or equivalent certifications are preferred
- Strong proficiency in financial tools and systems
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