Wealth Manager Partner Acquisition And Development

Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience serving investors, high-net-worth individuals, corporates, and institutions across India. Founded in 1991, the firm is driven by a client-first philosophy, research-backed advice, and disciplined risk management. SMIFS offers end-to-end wealth management solutions, including investments in mutual funds, PMS, private equity, fixed income, alternatives, and structured products, along with comprehensive insurance and legacy planning services. The company also provides robust market access across equities, derivatives, commodities, and currencies, and delivers institutional services supported by in-depth market research. With strong regulatory credentials and a broad suite of financial offerings, SMIFS focuses on long-term wealth creation, capital protection, and strategic guidance through different market cycles.

Job Title: Wealth Manager – Partner Acquisition and Development

Experience: 3–8 Years

Preferred Background: Wealth Management / Broking / Insurance (Agency) / Banking

Location – Delhi, Ahmedabad, Mumbai, Pune, Kolkata, Indore

• Key Responsibilities:
• · Drive partner acquisition to achieve business goals.
• · Achieve business revenue targets across wealth and broking products.
• · Promote and distribute financial products through partners.
• · Build and maintain strong relationships with partners as well as clients to ensure long-term engagement and business growth.
• · Identify new business opportunities and contribute to revenue generation through B2B channels.
• Key Requirements:
• · 3–8 years of experience in business development or relationship management in wealth, broking, or insurance (agency).
• · Strong networking, communication, and client acquisition skills.
• · Good understanding of financial products and wealth management solutions.
• · Target-driven with a focus on delivering results.