Vice President of Wealth Management

Company Description

SMIFS Limited, established in 1993, has evolved under the leadership of Mr. Rahul Kayan. The company offers a comprehensive range of financial services, including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution of financial products such as Mutual Funds and IPOs. With a strong pan-India presence, SMIFS specializes in Research & Advisory Services, primarily serving Institutional and Ultra HNI clients through a skilled team of professional analysts. We are committed to delivering excellence by upholding our core values of Legacy, Growth, and Trust.

Role Description

• This is a full-time, on-site role located in Mumbai for a Vice President of Wealth Management. The role involves leading and managing the organization’s wealth management services, developing strategic financial plans for high-net-worth individuals and institutional clients, driving investment strategies, fostering client relationships, and ensuring the delivery of tailored investment solutions. The Vice President will also collaborate with the Research & Advisory team to design cost-effective investment portfolios and contribute to the growth and excellence of the organization.

Qualifications

• Expertise in Wealth Management and Sales Management to set quotas, meet targets, and lead a high-performing sales team
• Experience in Account Management to build and maintain long-term relationships with key clients and stakeholders
• Proficiency in Sales Operations, including forecasting, performance tracking, and process improvements
• Strong knowledge of Business Development to identify opportunities, cultivate partnerships, and expand market reach
• Bachelor’s degree in Business Administration, Marketing, or a related field; an MBA is a plus
• Proven track record in managing and motivating sales teams to achieve and exceed targets
• Exceptional communication, negotiation, and leadership skills
• Ability to make data-driven decisions and effectively analyze sales metrics.

We are looking for a dynamic Wealth Management Sales Leader who can join us along with a strong team of Wealth Relationship Managers.

Industry Background: Broking, Wealth Management, AMC, or Wealth Banking

Our Product & Solution Suite:

1. Direct Investments – Equities, Commodities, Currencies, Unlisted Shares, IPOs & Buybacks

2. Wealth Products – PMS, AIF, Mutual Funds, Structured Products, Fixed Income, FDs

3. Capital Markets & IB – Stock Broking, Merchant Banking, IPOs & related products

4. Debt & Advisory – Debt Advisory, Fixed Income Strategies

5. Insurance – Life, Health, Motor & General Insurance

6. Alternatives – REITs/InvITs, Alternative Funds, Real Estate, Private Equity.