Wealth Manager (Kolkata)

Wealth Manager (Kolkata)

06 Aug
|
SMIFS
|
Kolkata

06 Aug

SMIFS

Kolkata

1. Job Title
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 chance 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 main

📌 Wealth Manager (Kolkata)
🏢 SMIFS
📍 Kolkata

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