As a Wealth Manager Private Wealth , you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning. This role demands exceptional relationship management skills, deep expertise in financial markets, and the ability to provide customized solutions aligned with clients long-term objectives. Key Responsibilities Develop and nurture strong, long-term relationships with HNI clients, acting as their primary financial advisor. Provide holistic wealth management solutions across multiple asset classes, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds & structured products Arbitrage opportunities & private credit Insurance & alternative investments Legacy planning & international investing Tax minimization strategies Analyze market trends and global macroeconomic developments to assess their impact on client portfolios. Proactively identify client needs and tailor financial solutions accordingly. Leverage exclusive company resources, including premium events and club memberships, to enhance client engagement. Demonstrate innovation in wealth management strategies to optimize client portfolios. Qualifications & Skills Proven experience in wealth management, financial advisory, or investment banking. Strong understanding of financial markets, investment products, and wealth management strategies. Exceptional interpersonal and communication skills to build and maintain client trust. High integrity, professionalism, and discretion in handling financial and personal matters. A proactive, client-centric approach to financial advisory services.

Relationship Manager - Private WealthLocation: Mumbai, Delhi, BangaloreAbout Us:We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs).Job Summary:This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy.Responsibilities:Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters.Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equitiesPortfolio Management Services (PMS)Alternative Investment Funds (AIFs)Mutual fundsStructured productsArbitrage opportunitiesPrivate creditInsuranceAlternative investmentsLegacy planningInternational investingTax minimization strategiesStay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios.Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance.Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service.Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience.Qualifications:Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients.A strong understanding of financial markets, investment products and wealth management strategies.Unwavering integrity and a commitment to ethical conduct.Ability to navigate complex interpersonal dynamics with diplomacy and discretion.A proactive and client-centric approach to service.Prior experience in wealth management or a related field is preferred.Compensation and Benefits:Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.Job Type # Full Time Prospects may mail their CVs at - sudiptobanerjee@smifs.com

We are seeking an experienced and dynamic professional to lead our lending business expansion across India . This strategic role demands expertise in loan origination, business development, team leadership, and P&L management . The ideal candidate will have a proven track record in building and scaling lending operations , with strong industry connections in banks and NBFCs . This is a high-impact leadership position for someone who can drive lead generation, establish strategic partnerships, and optimize revenue growth in the lending sector . Key Responsibilities Strategic Leadership & Growth Develop and execute a nationwide strategy to scale up loan origination and revenue across personal loans, business loans, home loans, education loans, and loans against property . Identify new lending opportunities based on market trends, regulatory changes, and competitive insights. Lead Generation & Business Expansion Implement effective multi-channel lead generation strategies , including: Digital Marketing: Social media, Google Ads, SEO, and content marketing. Strategic Partnerships: Collaborate with financial service providers, fintech companies, and B2B affiliates. Traditional Outreach: Offline marketing, networking, and event-based promotions. Relationship Management Build and maintain strong relationships with key stakeholders at banks, NBFCs, and financial institutions for seamless loan facilitation. Negotiate better lending terms, credit lines, and processing efficiencies to enhance profitability. Team Leadership & Performance Management Lead and mentor a team of sales, marketing, and operations professionals , driving them toward ambitious business targets. Foster a high-performance culture focused on excellence in client service and operational efficiency . Operational & Financial Management Oversee the entire lending process , ensuring compliance with RBI regulations and internal risk management policies. Monitor key financial metrics , optimize profitability, and manage the P&L for the lending division . Develop and manage the annual budget , ensuring cost-effective growth. Who Should Apply? Experience & Expertise Minimum 10 years of experience in the lending or financial services sector, with at least 5 years in a leadership role with P&L responsibility. Proven track record of building and managing successful lending businesses with a focus on lead generation, partnerships, and scaling operations. Deep understanding of credit assessment, loan processing, risk management, and regulatory compliance . Established network of contacts within banks and NBFCs in India. Skills & Competencies Strategic thinker with a growth-driven mindset. Expert in digital marketing and lead generation techniques. Excellent negotiation and stakeholder management skills. Strong leadership, team management, and problem-solving abilities . Proficiency in financial analysis, budgeting, and performance tracking. Preferred Background Candidates with experience at companies like Andromeda, Finwizz, RKPL , or similar organizations will be given preference. Bachelor s degree in Finance, Business Administration, or a related field; MBA preferred .