Wealth Manager

SMIFS LIMITED; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive compensation

Performance-linked incentives

Career growth opportunities

Professional development programs

Exposure to diverse financial products

Job summary

SMIFS Limited is seeking a Wealth Manager for its Wealth Relationship Management team, covering Kolkata and other cities. You will build long-term relationships with High Net Worth Individuals and deliver personalized wealth-management solutions.

You will work with research, product, and financial planning teams to understand client goals, advise on investments across asset classes, and design customized financial plans that grow AUM.

Qualifications

• Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related discipline.
• MBA or equivalent qualification will be an added advantage.
• Prior experience in Wealth Management, Private Banking, Stock Broking, Financial Advisory, or Banking.
• Experience in handling HNI/UHNI client relationships.
• Minimum stability of 2 years in current and previous organizations preferred.

Responsibilities

• Acquire and manage Preferred, Mass Affluent, HNI, UHNI, and Family Office clients.
• Build and maintain long-term client relationships.
• Generate and grow Assets Under Management (AUM) from existing and new clients.
• Advise clients on investments across various asset classes.
• Understand client financial goals and design customized financial plans.
• Identify new client acquisition opportunities and expand market reach.
• Monitor financial markets and investment opportunities relevant to client portfolios.
• Increase wallet share from existing clients through cross-selling and advisory services.
• Collaborate with Product, Research, and Centralized CFP teams for investment recommendations.
• Conducting seminars, workshops, investor awareness programs, and business development initiatives.
• Ensure exceptional client service and relationship management standards.

Education

Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related discipline

MBA or equivalent qualification

Job description

Wealth Manager – Wealth Relationship Management – Kolkata, Guwahati, Bhubaneswar, Rourkela, Siliguri, Jharkhand, Ranchi

2. Job Short Description

Join SMIFS as a Wealth Manager and build long-term relationships with High Net Worth Individuals (HNIs) by delivering personalized wealth management solutions. This role offers an opportunity to work with diverse investment products, drive client acquisition, and contribute to clients' financial success.

3. About the Role / Job Description

The Wealth Manager serves as the primary point of contact for clients and is responsible for acquiring, managing, and retaining affluent and high-net-worth relationships. The role involves understanding clients' financial goals, providing investment advisory services, and delivering customized wealth management solutions across multiple asset classes.

Working closely with research, product, and financial planning teams, the Wealth Manager plays a critical role in enhancing client portfolios, increasing assets under management (AUM), and driving business growth.

4. About the Company

SMIFS Limited is a leading research-driven wealth and asset management company with 100+ years of market legacy , 33+ years of excellence, ₹30,000+ Crore Assets Under Administration , and a presence across 25+ cities .

Mackertich ONE , our premium wealth management division, delivers personalized financial solutions powered by deep research, digital innovation, and a client-first approach. We serve HNIs, Ultra-HNIs, corporates, and institutions with integrity, expertise, and long-term relationships.

At SMIFS, you'll work with industry leaders, embrace innovation, and build a meaningful career in one of India's fastest-growing wealth management organizations. Join us to shape the future of wealth—while shaping your own.

5. Key Responsibilities

As a Wealth Manager, you will be responsible for:

• Acquiring and managing Preferred, Mass Affluent, HNI, UHNI, and Family Office clients.
• Building and maintaining long-term client relationships.
• Generating and growing Assets Under Management (AUM) from existing and new clients.
• Advising clients on investments across various asset classes.
• Understanding client financial goals and designing customized financial plans.
• Identifying new client acquisition opportunities and expanding market reach.
• Monitoring financial markets and investment opportunities relevant to client portfolios.
• Increasing wallet share from existing clients through cross-selling and advisory services.
• Collaborating with Product, Research, and Centralized CFP teams for investment recommendations.
• Conducting and participating in seminars, workshops, investor awareness programs, and business development initiatives.
• Ensuring exceptional client service and relationship management standards.

6. Qualifications & Skills

Educational Qualification

• Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related discipline.
• MBA or equivalent qualification will be an added advantage.
• Prior experience in Wealth Management, Private Banking, Stock Broking, Financial Advisory, or Banking.
• Experience in handling HNI/UHNI client relationships.
• Minimum stability of 2 years in current and previous organizations preferred.

7. Compensation & Growth

At SMIFS, we offer:

• Competitive compensation and attractive performance-linked incentives.
• Structured career growth and advancement opportunities.
• Continuous learning and professional development programs.
• Exposure to a wide range of financial products and wealth management solutions.
• Opportunity to work with experienced industry professionals and research teams.
• Dynamic and growth-oriented work environment.