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Wealth Manager / Senior Wealth Manager

Company

SMIFS LIMITED

Location

kolkata, India

Type

Full-time

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-le...

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