SMIFS - Wealth Manager/Team Lead - Retail Sales

Description:

SMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Funds, IPOs, FPOs). With a pan-India presence, the company's core strength lies in Research & Advisory Services, catering to Institutional and Ultra HNI clients. Led by industry veterans and a professional team of analysts, SMIFS Limited is committed to upholding its values of legacy, growth, and trust.
Role Description:

This is a full-time hybrid role for a Wealth Manager / Team Lead (TL) Retail-Sales, based in Kolkata. The role involves financial planning, managing client investments, and providing personalized wealth management solutions. Responsibilities include building and maintaining strong client relationships, analyzing financial goals, offering investment advice, and recommending suitable insurance products. Occasional remote work is acceptable as part of the hybrid work model.
Qualifications:

- Proficiency in Financial Planning and Investment Management

- Strong understanding of Investments and Finance

- Knowledge of Insurance products and solutions

- Excellent client relationship management and communication skills

- Ability to analyze financial objectives and develop tailored investment strategies

- Experience in providing comprehensive wealth management services
Relevant certifications such as CFP, CFA, or equivalent are preferred.