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 in building and preserving wealth. Founded in 1991, the firm follows a client-first philosophy backed by research-driven decision making and disciplined risk management. SMIFS offers end-to-end wealth management solutions including mutual funds, PMS, private equity, fixed income, alternatives, and bespoke portfolios, along with comprehensive market access across equities, derivatives, commodities, and currencies.

The company also provides insurance solutions, institutional research services, and structured and legacy planning, covering family offices, retirement, education, and philanthropy. With a wide range of regulatory registrations and strong compliance standards, SMIFS delivers tailored strategies aligned with each client’s goals, risk profile, and life stage.

Role Description The Manager / AVP / DVP / VP – Wealth role is a full-time, on-site position based in Kolkata. The role involves managing and growing a portfolio of wealth management clients, including investors, HNIs, corporates, and institutions, through tailored financial strategies and relationship-based advisory. Day-to-day responsibilities include assessing client needs and risk profiles, designing multi-asset investment solutions, monitoring portfolios, and providing proactive market and product updates.

The role also requires business development activities such as sourcing new clients, deepening wallet share,



and collaborating with internal research, product, and operations teams to deliver high-quality service. The professional in this role is expected to ensure regulatory compliance, maintain accurate documentation, and contribute to the firm’s revenue and long-term client retention goals.

Qualifications

- Robust wealth management and investment advisory skills, including portfolio construction, asset allocation, and multi-product solutions (mutual funds, PMS, fixed income, alternatives).
- Proficiency in client relationship management, with the ability to understand client objectives, risk appetite, and life-stage needs, and translate them into suitable financial strategies.
- Solid knowledge of capital markets and market access products such as equities, derivatives, commodities, currencies, and IPOs, along with awareness of current economic and sector trends.
- Understanding of insurance and protection planning, including life, health, and general insurance, as part of comprehensive wealth and risk management solutions.
- Experience or exposure to structured and legacy planning, including family office concepts, retirement planning, education funding, and philanthropy strategies.
- Strong analytical and quantitative skills, with comfort using financial tools, portfolio reporting systems, and CRM platforms to track performance and client interactions.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly and build trust with diverse client segments.
- Demonstrated

📌 Manager / AVP/DVP/VP WEALTH (Kolkata)
🏢 SMIFS
📍 Kolkata