Avp/team lead/ sr.wealth manger- pms

2 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 ac hieving 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

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    2 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • Avp/team lead/ sr.wealth manger- pms

    1 month ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS 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...

  • 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...

  • AVP - Technology Expert Mumbai

    2 weeks ago

    Mumbai, Maharashtra, India Citi Full time

    At Citi, we are seeking a highly skilled AVP to join our team in Mumbai.The estimated annual salary for this role is ₹2.5 million - ₹4 million, depending on experience and qualifications.We are looking for an individual with 6+ years of experience in Tech Audit / IT Audit/ Cyber security/ Tech application / Subject Matter Expert/ Banking application.Your...

  • Portfolio Manager and Business Development Lead

    2 days ago

    Mumbai, Maharashtra, India SMIFS LIMITED Full time

    Company OverviewEstablished in 1993, SMIFS Limited offers a wide range of financial services, including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, the company focuses on providing Research & Advisory Services to Institutional & Ultra HNI Clients.About the RoleThis...

  • AVP Operations Team Lead

    2 days ago

    Mumbai, Maharashtra, India ImpactGuru Full time

    **Job Title:** AVP Operations Team Lead**Company Overview:ImpactGuru is transforming healthcare financing in India by providing cutting-edge solutions that make critical and elective treatments more accessible and affordable. Our platforms—Impact Guru (for medical crowdfunding), CarePal Secure (an insurance and benefits marketplace), and CarePal Money (a...

  • Citi | AVP

    1 week ago

    Mumbai, India Citi Full time

    Location - MumbaiDesignation -AVPExperience - 6+ yrsSkills - Tech Audit / IT Audit/ Cyber security/ Tech application / Subject Matter Expert/ Banking application.Work hours - 1pm -8 pm

  • Citi | AVP

    2 days ago

    mumbai, India Citi Full time

    Location - Mumbai Designation -AVP Experience - 6+ yrs Skills - Tech Audit / IT Audit/ Cyber security/ Tech application / Subject Matter Expert/ Banking application. Work hours - 1pm -8 pm

  • Citi | AVP

    2 weeks ago

    mumbai, India Citi Full time

    Location - Mumbai Designation -AVP Experience - 6+ yrs Skills - Tech Audit / IT Audit/ Cyber security/ Tech application / Subject Matter Expert/ Banking application. Work hours - 1pm -8 pm

  • Citi | AVP

    2 weeks ago

    mumbai, India Citi Full time

    Location - Mumbai Designation -AVPExperience - 6+ yrs Skills - Tech Audit / IT Audit/ Cyber security/ Tech application / Subject Matter Expert/ Banking application.Work hours - 1pm -8 pm