Portfolio Management Services Lead
1 month ago
SMIFS Limited is a leading financial services company established in 1993. With a strong presence across India, our core expertise lies in Research & Advisory Services for Institutional & Ultra HNI Clients.
Job DescriptionThis 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.
Key Responsibilities- Source new clients and build AUM under PMS and Advisory products
- Provide financial advisory to clients
- Manage day-to-day tasks related to Portfolio Management Services
- Achieve sales targets
- 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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