RM/SR. RM/TL/DEALER/SR. DEALER/SM/SR. SM/BM/SR. BM

Company Description

SMIFS Limited, established in 1993, is promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan & Mr. Utsav Parekh. The company provides comprehensive financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). With a pan India presence, SMIFS Limited excels in Research & Advisory Services, primarily serving Institutional & Ultra HNI Clients through a dedicated team of professional analysts. The company's core values revolve around Legacy, Growth, and Trust.

Role Description

This is a full-time on-site role for RM/SR. RM/TL/DEALER/SR. DEALER/SM/SR. SM/BM/SR. BM located in Kolkata. The individual will be responsible for managing client portfolios, providing advisory and research services, executing trades, and offering brokerage services. Daily tasks will involve interacting with clients, analyzing market trends, and ensuring compliance with regulatory requirements. Additionally, the role requires coordinating with various departments to facilitate efficient financial services delivery and maintaining updated knowledge on financial products and market changes.

Qualifications

• Strong skills in Client Portfolio Management and Advisory Services
• Experience in executing trades and providing Brokerage Services
• Proficiency in Research and Market Analysis
• In-depth knowledge of Financial Products (Equity, Commodity, Currency, Mutual Funds, IPOs, FPOs)
• Excellent communication and interpersonal skills
• Ability to work on-site and collaborate with team members in Kolkata
• Bachelor's degree in Finance, Economics, Business, or a related field
• Professional certifications such as NISM, CFA, or equivalent are a plus