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Client Portfolio Director

SMIFS LIMITED | Kolkata, India | Posted June 04, 2026

Position Overview

Job Title: Vice President/AVP - Team Lead – Wealth Management.


Role Overview : We are seeking an accomplished professional who can lead from the front – driving business growth, managing high-value client relationships, and mentoring a high-performing team. This role is critical in shaping and executing wealth strategies aligned with the firm’s long-term vision.


Key Responsibilities:

  • Lead & mentor a team of wealth managers to deliver superior client outcomes.
  • Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
  • Drive business development initiatives to grow AUM and expand client base in line with firm targets.
  • Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
  • Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
  • Promote and distribute Mutual Fu...

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