Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience supporting investors, high-net-worth individuals, corporates, and institutions across India. Founded in 1991, the firm is driven by a client-first philosophy, research-backed advice, and disciplined risk management. SMIFS offers comprehensive 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 profile, and life stage, aiming to protect capital, navigate market cycles, and build long-term wealth. SMIFS operates with multiple SEBI, IRDAI, AMFI, and other regulatory registrations, reflecting robust compliance and professional standards.

Role Description This is a full-time hybrid role based in Kolkata, with flexibility for some work-from-home arrangements.

Wealth

Managers, Chief Managers, and Team Leaders will be responsible for acquiring, advising, and managing client relationships across individual, HNI, and institutional segments. Daily responsibilities include assessing client goals and risk profiles, developing comprehensive financial and investment plans, recommending suitable products across mutual funds, equities, derivatives, fixed income, insurance, and other wealth solutions, and monitoring portfolio performance. The role involves leading and mentoring team members, driving business growth,



ensuring adherence to compliance and regulatory guidelines, and collaborating with research and product teams to deliver informed, research-driven advice.

These managers will also conduct regular client reviews, prepare reports, and support clients through market cycles to ensure long-term relationship continuity.

Qualifications

- Strong financial planning skills, including goal-based planning, retirement planning, and structured wealth and legacy strategies.
- Expertise in investment management and investments, with experience across mutual funds, equities, derivatives, fixed income, and alternative products.
- Solid understanding of finance fundamentals, capital markets, risk management, and portfolio construction.
- Knowledge of insurance solutions, including life, health, and general insurance, and their role in overall financial planning.
- Proven experience in wealth management, private banking, or financial advisory, preferably handling HNI or institutional clients.
- Strong client relationship management, communication, and interpersonal skills, with the ability to lead and motivate teams.
- Familiarity with regulatory and compliance requirements (SEBI, IRDAI, AMFI, etc.) and ethical advisory practices.
- Bachelor’s or Master’s degree in Finance, Commerce, Economics, Business, or a related field; professional certifications such as CFP, CFA, NISM, or equivalent are an advantage.
- Comfort with digital platforms, CRM tools, and analytics for portfolio tracking and reporting.

📌 Wealth Managers /Chief Managers /Team Leaders (Kolkata)
🏢 SMIFS
📍 Kolkata