AVP / Team Lead / Sr.Wealth Manger- PMS & Advisory

Company Description

SMIFS Limited, established in 1993 and promoted by Mr. Rahul Kayan under the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers comprehensive Financial Services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a focus on Research & Advisory Services, we cater to Institutional & Ultra HNI Clients nationwide with a professional team of analysts.

Role Description

This is a full-time on-site role for an AVP / Team Lead / Sr. Wealth Manager - PMS & Advisory located in Mumbai. The role will involve overseeing Portfolio Management Services, providing advisory services to clients, managing a team, and ensuring the success of financial strategies.

Qualifications

• Strong financial analysis and portfolio management skills
• Experience in providing advisory services to institutional and high net-worth clients
• Knowledge of equity, commodity, and currency markets
• Excellent communication and interpersonal skills
• Ability to lead and manage a team effectively
• Certifications such as CFA, CFP, or other relevant qualifications