SMIFS - Manager/Assistant Vice President/Deputy Vice President/Vice President - Wealth & Dealer

Description:

SMIFS Limited, established in 1993, operates as a comprehensive financial services provider under the leadership of Mr. Rahul Kayan, with guidance from experienced industry experts Mr. Ajay Kayan and Mr. Utsav Parekh.

Offering services such as equity, commodity, and currency brokerage, portfolio management, research and advisory, and investment banking, SMIFS Limited has built a strong pan-India presence.

The companys expertise lies in Research & Advisory Services tailored primarily for Institutional and Ultra-High-Net-Worth Individuals (UHNWIs).

SMIFS Limited is dedicated to upholding its core values: Legacy, Growth, and Trust.

Role Description:

• This is a full-time, on-site role based in Kolkata for the position of Manager/AVP/DVP/VP Wealth and Dealers.
• The responsibilities include managing client portfolios, providing tailored financial advisory services, and identifying potential investment opportunities for growth.
• The role involves building and maintaining client relationships, analyzing market trends to drive strategic portfolio decisions, and collaborating with internal teams to deliver exceptional service.
• It also requires achieving revenue targets through effective client servicing and consultation on investment products.

Qualifications:

• Strong expertise in Wealth Management, Portfolio Management, and Investment Advisory.
• Proficient in Financial Analysis, Market Research, and Strategic Decision Making.
• Excellent client management, business development, and client relationship skills.
• Sound knowledge of financial instruments, including equity, mutual funds, IPOs, and commodities.
• Exceptional communication, negotiation, and presentation skills.
• Proven leadership and team management abilities.
• Familiarity with regulatory requirements in financial markets.
• Bachelor's degree in Finance, Business Administration, or a related field (MBA/CA/CFA certification is a strong advantage).
• Prior experience in handling High-Net-Worth Individuals or Institutional Clients is highly desirable.