Wealth Manager

4 days ago


Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and services. This is a full-time hybrid role based in Kolkata, with the flexibility of some work from home. Key Responsibilities: - Conduct retail sales and maintain product knowledge - Provide excellent customer service and effective communication - Build and maintain client relationships - Understand client needs and promote financial products and services Qualifications Required: - Retail sales and product knowledge skills - Excellent interpersonal skills - Strong communication skills - Customer service skills - Ability to work independently and in a hybrid work environment - Relevant experience in financial services or a related field is a plus - Bachelor's degree in Finance, Business, or a related field is preferred,


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