Vice President of Wealth Management
3 days ago
Job Description Company Description SMIFS Limited, established in 1993, has evolved under the leadership of Mr. Rahul Kayan. The company offers a comprehensive range of financial services, including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution of financial products such as Mutual Funds and IPOs. With a strong pan-India presence, SMIFS specializes in Research & Advisory Services, primarily serving Institutional and Ultra HNI clients through a skilled team of professional analysts. We are committed to delivering excellence by upholding our core values of Legacy, Growth, and Trust. Role Description - This is a full-time, on-site role located in Mumbai for a Vice President of Wealth Management. The role involves leading and managing the organization's wealth management services, developing strategic financial plans for high-net-worth individuals and institutional clients, driving investment strategies, fostering client relationships, and ensuring the delivery of tailored investment solutions. The Vice President will also collaborate with the Research & Advisory team to design cost-effective investment portfolios and contribute to the growth and excellence of the organization. Qualifications - Expertise in Wealth Management and Sales Management to set quotas, meet targets, and lead a high-performing sales team - Experience in Account Management to build and maintain long-term relationships with key clients and stakeholders - Proficiency in Sales Operations, including forecasting, performance tracking, and process improvements - Strong knowledge of Business Development to identify opportunities, cultivate partnerships, and expand market reach - Bachelor's degree in Business Administration, Marketing, or a related field; an MBA is a plus - Proven track record in managing and motivating sales teams to achieve and exceed targets - Exceptional communication, negotiation, and leadership skills - Ability to make data-driven decisions and effectively analyze sales metrics. We are looking for a dynamic Wealth Management Sales Leader who can join us along with a strong team of Wealth Relationship Managers. Industry Background: Broking, Wealth Management, AMC, or Wealth Banking Our Product & Solution Suite: 1. Direct Investments Equities, Commodities, Currencies, Unlisted Shares, IPOs & Buybacks 2. Wealth Products PMS, AIF, Mutual Funds, Structured Products, Fixed Income, FDs 3. Capital Markets & IB Stock Broking, Merchant Banking, IPOs & related products 4. Debt & Advisory Debt Advisory, Fixed Income Strategies 5. Insurance Life, Health, Motor & General Insurance 6. Alternatives REITs/InvITs, Alternative Funds, Real Estate, Private Equity.
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Vice President – Wealth
4 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President – Wealth
3 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President – WealthExperience Required: 10–15 YearsLocation: MumbaiEmployment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President
3 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President - Wealth Experience Required: 10-15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President - Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong...
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Vice President – Wealth
3 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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Vice President
2 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President - Wealth Experience Required: 10-15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President - Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong...
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Vice President – Wealth
4 weeks ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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Vice President of Wealth Management
6 days ago
Mumbai, Maharashtra, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). With pan India presence, the company's core strength lies in its Research &...
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Vice President of Wealth Management
2 weeks ago
Mumbai, India SMIFS LIMITED Full timeJob Description Company Description SMIFS Limited, established in 1993 and revitalized under the leadership of Mr. Rahul Kayan with guidance from Mr. Ajay Kayan, offers a comprehensive range of financial services. These include Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and...
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SMIFS - Vice President - Wealth Management
2 weeks ago
Mumbai, India Smifs Limited Full timeLimited, established in 1993 and revitalized under the leadership of Mr. Rahul Kayan with guidance from Mr. Ajay Kayan, offers a comprehensive range of financial services. These include Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and Distribution services for Mutual Funds,...
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Senior Vice President of Wealth Management
4 weeks ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
