Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience helping investors, high-net-worth individuals, corporates, and institutions build and preserve wealth. Founded in 1991, the firm is driven by a client-first philosophy, research-led decision-making, and disciplined risk management. SMIFS offers end-to-end solutions across wealth management, equities and market access, insurance, institutional services, and structured and legacy planning. The company focuses on tailored strategies aligned with each client’s goals, risk appetite, and life stage, going beyond products to provide strategic guidance through market cycles. SMIFS operates under multiple SEBI, IRDAI, and market registrations, reflecting robust regulatory compliance and market credibility.
Role Description This is a full-time, on-site Wealth Manager role based in Chhatrapati Sambhajinagar. The Wealth Manager will work closely with clients to understand their financial goals, risk profile, and time horizon,



and design customized financial plans and investment strategies. Daily responsibilities include managing client portfolios across asset classes, reviewing and rebalancing investments, and providing timely market updates and advisory recommendations. The role also involves assessing insurance needs, proposing suitable protection solutions, and coordinating with internal research, operations, and product teams to deliver comprehensive wealth management services. The Wealth Manager will maintain detailed documentation, ensure regulatory and compliance adherence, and build long-term client relationships through proactive engagement and periodic review meetings.
Qualifications
Robust skills in Financial Planning, including goal-based planning, asset allocation, and retirement planning.
Proficiency in Investment Management and Investments, with experience in mutual funds, equities, fixed income, and other financial instruments.
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📌 Wealth Manager (Sambhajinagar)
🏢 SMIFS
📍 Sambhajinagar