SMIFS LIMITED
Website:
smifs.com
Job details:
Join SMIFS Limited and be part of one of India's most respected financial services institutions with a legacy spanning over three decades.
We are looking for dynamic, relationship-driven professionals who are passionate about Wealth Management and helping clients achieve their financial goals.
📍 Location: Kolkata
💼 Role: Wealth Manager/ Senior Wealth Manager
Grade: Manger/ Senior Manager/ Chief Manger
📌 Minimum Experience: 6 Years in Relationship Management in Bank / Wealth Management/ Broking
📌 Salary: Negotiable. Best In Industry
Key Responsibilities:
✔ Acquire and manage HNI/UHNI clients
✔ Build long-term client relationships
✔ Provide comprehensive wealth management solutions
✔ Advise clients across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other investment opportunities
✔ Generate and grow Assets Under Management (AUM)
✔ Drive revenue through advisory-led client engagement
Who Should Apply?
✅ Should have strong existing Customer relationship base or existing AUM.
✅ Professionals with experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services
✅ Strong client acquisition and relationship management skills
✅ Understanding of investment products and financial markets
✅ Entrepreneurial mindset with a passion for building a client franchise
Why SMIFS?
• Strong brand legacy and market reputation
• Comprehensive investment platform
• Wide product suite for HNI/UHNI clients
• Growth-oriented and performance-driven culture
• Opportunity to build a meaningful wealth advisory practice
If you are looking to take your wealth management career to the next level, we'd love to connect.
📩 Interested candidates may share their profiles via LinkedIn message or email at
[aninda.biswas@smifs.com].
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Click on Apply to know more.
