RM/SRM – Retail-Sales

Company Description

SMIFS Limited, with a legacy since 1993, is promoted by Mr. Rahul Kayan under the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh. The company offers comprehensive financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a pan-India presence, SMIFS Limited's core strength lies in its Research & Advisory Services for Institutional & Ultra HNI Clients, supported by a professional team of analysts. The company upholds its motto of Legacy, Growth, and Trust.

Role Description

This is a full-time hybrid role for a WEALTH MANAGERS /TL – Retail-Sales at SMIFS LIMITED, located in Kolkata, but some work from home is acceptable. The candidate will be responsible for retail sales, maintaining product knowledge, providing excellent customer service, and effective communication. Daily tasks include building and maintaining client relationships, understanding client needs, and promoting financial products and services.

Qualifications

• Retail Sales and Product Knowledge skills
• Excellent Interpersonal Skills
• Strong Communication skills
• Customer Service skills
• Ability to work independently and in a hybrid work environment
• Relevant experience in financial services or a related field is a plus
• Bachelor's degree in Finance, Business, or related field is preferred