AVP/Team Lead/ Sr.Wealth Manger- PMS

3 months ago

Mumbai, India SMIFS LIMITED Full time

Company Description

SMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in Research & Advisory Services for Institutional & Ultra HNI Clients.


Role Description

This is a full-time on-site role as AVP/Team Lead/Sr. Wealth Manager in PMS & Advisory at SMIFS Limited, located in Mumbai. The role involves day-to-day tasks related to Portfolio Management Services and providing financial advisory to clients. One has to source new clients and build AUM under PMS and Advisory products and achieve sales targets.


Experience and Behavioural Competencies Required:

  • Mid Level (7-10 years) and Senior Level (10-18 years) in the asset management/ capital market, Selling PMS/ Advisory/ AIF products.
  • High achieving and oriented towards the set business targets and goals.
  • Highly motivated self-starter with entrepreneurial mindset.
  • Strong communication skills
  • Good negotiation skills
  • Willingness to take on new challenges

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