rm/ srm

Company Description

SMIFS Limited, started in 1993, offers a comprehensive range of financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Funds, IPOs, and FPOs). Promoted by Mr. Rahul Kayan under the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, the company has pan India presence and specializes in Research & Advisory Services for Institutional and Ultra HNI Clients. Our core values are Legacy, Growth, and Trust, supported by a dedicated team of professional analysts.

Role Description

This is a full-time on-site role for a Relationship Manager / Senior Relationship Manager / Deputy Relationship Manager, located in the Greater Kolkata Area. The role involves managing client relationships, providing personalized financial advice, executing trades, and marketing financial products and services. You will also be responsible for client acquisition, portfolio management, and ensuring high levels of customer satisfaction.

Qualifications

• Client Relationship Management and Customer Service skills
• Experience in Financial Advisory and Portfolio Management
• Knowledge of Brokerage (Equity, Commodity, Currency)
• Expertise in Research and Analysis
• Excellent verbal and written communication skills
• Ability to work independently and collaboratively with a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Experience in the financial services industry is a plus