SMIFS LIMITED
Website:
smifs.com
Job details:
Company Description
SMIFS Limited, established in 1993, is a leading financial services provider with comprehensive offerings that include Brokerage (Equity, Commodity, and Currency), Portfolio Management Services, AIF, Research & Advisory, Investment Banking, Depository & Repository services, and Distribution of Mutual Funds, IPOs, and FPOs. With a pan-India presence and expertise in Research & Advisory, the company primarily serves Institutional and Ultra HNI clients, supported by a professional team of analysts. Under the visionary guidance of its leadership, the company emphasizes Legacy, Growth, and Trust as its core values.
Role Description
This is a full-time, on-site role located in Dhanbad & Ranchi for Wealth Management. The role involves managing and enhancing client relationships, offering personalized financial solutions, facilitating transactions in equity, commodity, and Wealth products viz. mutual funds, PMS,AIF,Bonds, NCD/MLD Insurance etc., maintaining compliance with industry regulations. The individual will also engage in advisory and support services tailored to the investment needs of clients, contributing to the overall growth of the business.
Qualifications
- Knowledge of equity, commodity, and currency brokerage and wealth products viz.MF/AIF/PMS/Bonds/Insurance etc.
- Strong skills in Research & Advisory with the ability to analyze market trends
- Experience in Portfolio Management Services and Investment Banking is an advantage
- Familiarity with Depository & Repository services and Mutual Fund distribution
- Proficiency in effective client communication and relationship management
- Analytical and problem-solving capabilities to devise tailored financial strategies
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Previous experience in financial services and understanding of compliance standards is preferred
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