Vice President of Wealth Management

11 hours ago

Mumbai, Maharashtra, India SMIFS LIMITED Full time ₹ 8,00,000 - ₹ 24,00,000 per year

Company Description

SMIFS 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 & Advisory Services, catering primarily to Institutional and Ultra HNI Clients. Promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan, SMIFS Limited strives to uphold its motto of Legacy, Growth, and Trust.

Role Description

This is a full-time on-site role for a Vice President of Wealth Management located in Mumbai. The Vice President will be responsible for building team and overseeing wealth management services, financial planning, and investment strategies for high-net-worth clients. S/He will be responsible for units P&L and Daily tasks include developing customized financial plans, managing client portfolios, monitoring financial markets, and ensuring client satisfaction through continuous advisory services. The role also involves team leadership and collaboration with other departments to achieve company objectives.

Qualifications

  • Expertise in Financial Planning and Wealth Management Services
  • Knowledge and experience in Investments, Finance, and Investment Management
  • Proven track record of managing high-net-worth client portfolios
  • Strong leadership and team management skills
  • Excellent analytical and problem-solving abilities
  • Effective communication and interpersonal skills
  • Relevant certifications such as CFP are a plus
  • Bachelor's degree in Finance, Economics, Business Administration, or related field. An advanced degree (e.g., MBA) is preferred

  • Vice President

    2 days ago

    Mumbai, Maharashtra, India c6d8242e-c6c6-4730-9c4d-2d1c6c808b86 Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Company DescriptionUnmasking Collective is a mental health initiative founded by psychologists to foster community, provide therapy services, and create supportive spaces through storytelling and shared lived experiences. The collective emphasizes a non-pathologizing, person-centered approach to mental health, promoting understanding and empathy. With a...

  • Vice President

    2 weeks ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:Equirus Wealth Private LimitedJob DescriptionAbout EquirusEquirus is a leading mid‐market investment bank with strong practices in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted partner—delivering the best results for...

  • Associate Vice President

    1 week ago

    Mumbai, Maharashtra, India TATA AIG General Insurance Company Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    We're Hiring: Associate Vice President - Marine Location: Mumbai Company: TATA AIG Department: Marine InsuranceAre you a seasoned Marine Underwriter with strong leadership skills? We're seeking an Associate Vice President – Marine to lead and inspire our marine underwriting team, driving strategic growth and excellence in risk management. Role OverviewAs...

  • Associate Vice President

    1 week ago

    Mumbai, Maharashtra, India Tata AIG General Insurance Company Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Were Hiring: Associate Vice President - Marine Location: Mumbai Company: TATA AIG Department: Marine Insurance Are you a seasoned Marine Underwriter with strong leadership skills? We're seeking an Associate Vice President – Marine to lead and inspire our marine underwriting team, driving strategic growth and excellence in risk management. Role OverviewAs...

  • Vice President

    1 week ago

    Mumbai, Maharashtra, India Premier Consultants Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    This is regarding opening with a leading Pvt Bank as a Vice President -Debt Syndication - Offshore Business -MumbaiDesignation: Vice President -Debt Syndication - Offshore Business (External commercial borrowing OR Foreign currency term loan)Experience: 10+ years of work experience in loan syndication in offshore business, Looking for candidate with Sound...

  • Assistant Vice President

    1 week ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Urgent Opening | Yes Bank | Assistant Vice President Process Manager - Female candidatesPosition: Assistant Vice President Process ManagerLocation: MumbaiIndustry: Banking / Financial ServicesExperience: 8 to 12 years (preferably in Cards, Payments, or Financial Process Management)About the RoleYes Bank is looking for a dynamic and experienced Assistant Vice...

  • Vice President

    6 days ago

    Mumbai, Maharashtra, India HSBC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Some careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Title: Vice President...

  • IT/IS/Technology Compliance Vice President

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    Team Member - Compliance-SUPPORT SERVICES-Compliance JOB DESCRIPTION – SENIOR VICE PRESIDENT/ VICE PRESIDENT – IT/IS/TECHNOLOGY COMPLIANCE JOB TITLE Senior Vice President/ Vice President – IT/IS/Technology Compliance – M8/M7 DEPARTMENT Compliance REPORTING TO President & Chief Compliance Officer JOB PURPOSE Compliance Risk...

  • Vice President

    6 days ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Looking for a Vice President - Deal Origination IPOKey Responsibilities:Spearhead the firms growth strategy with a focus on high-value deals.Establish and nurture relationships with corporates and influential stakeholders.Collaborate with internal teams to pitch and secure mandates for IPOs, ECM transactions, M&A, capital raising, and advisory...

  • Vice President

    6 days ago

    Mumbai, Maharashtra, India Arthan Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    About the Role The Vice President is a key leadership position, directly reporting to the Chairman & Managing Director, and collaborating closely with senior leaders including the Project Director, Senior Advisors, and the Board. This role offers the opportunity to lead the power sector portfolio, drive business development and strategic growth, and expand...