Senior Wealth Management Expert
3 weeks ago
Job Overview:
We are seeking an experienced Senior Wealth Manager to join our team at SKS Enterprises - Human Resource Planning and Management in Mumbai/Delhi/Chennai. This is a fantastic opportunity for a seasoned professional to leverage their expertise in wealth management and client relationships.
About the Role:
- As a Senior Wealth Manager, you will work closely with clients to understand their financial goals and provide tailored advice on wealth management solutions.
- You will be responsible for identifying new business opportunities, building and deepening existing relationships, and delivering sales targets.
- Your strong organizational skills, investment knowledge, and capital markets experience will enable you to effectively manage client expectations and deliver exceptional service.
- Collaborating with colleagues across different divisions of the bank, you will cross-sell products and services to clients, driving revenue growth and expanding your client base.
Key Qualifications:
- 6-15 years of experience in investment or financial services
- Strong understanding of capital markets and investment products
- Excellent written and oral communication skills
- Proven track record of meeting sales targets and growing client relationships
Benefits:
This role offers a competitive salary range of ₹25,00,000 - ₹50,00,000 per annum, depending on experience, plus excellent variable options and benefits package.
What We Offer:
A dynamic and supportive work environment, opportunities for career growth and development, and a chance to work with a leading wealth and asset management company.
-
Wealth Management Specialist
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeAbout the PositionWe are seeking a highly skilled Wealth Management Specialist to join our team at Spark Private Wealth. In this role, you will be responsible for providing expert advice and guidance to our clients to help them achieve their financial goals.Key Responsibilities:Develop and maintain a deep understanding of our clients' financial needs and...
-
Cyber Security Expert for Wealth Management
1 month ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...
-
Private Wealth Advisor
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...
-
High-Performing Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full timeAbout SKS Enterprises:We are a leading provider of Human Resource Planning and Management services, committed to excellence in delivering exceptional wealth management solutions.Job Title: Senior Wealth ManagerEstimated Salary Range: ₹ 30 - ₹ 60 Lakhs per annum, depending on experience and qualificationsJob Description:The Senior Wealth Manager will work...
-
Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India EduFund Full timeJob Title: Wealth Management ExpertWe are seeking a highly motivated Wealth Management Expert to build and manage relationships with high-net-worth individuals (HNIs), providing personalized financial solutions tailored to their unique needs. The successful candidate will have strong sales experience, excellent interpersonal skills, and expertise in wealth...
-
Wealth Management Data Expert
3 weeks ago
Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full timeAbout Our CompanyAstaGuru Auction House Private Limited is a leading wealth management firm that specializes in luxury and alternative asset investments. We provide personalized solutions and insights to high-net-worth individuals, helping them make informed investment decisions.Role Overview:The Wealth Management Data Expert will play a key role in...
-
Wealth Management Analytics Expert
3 weeks ago
Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full timeJob Title Wealth Management Analytics Expert\helpers>Salary Range$100,000 - $130,000 per annum\helpers>About the RoleWe are seeking a highly skilled Wealth Management Analytics Expert to join our team. In this role, you will be responsible for analyzing complex data sets to inform product decisions and drive business growth.\helpers>Key...
-
Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India Hireginie Talent Cloud Pvt Ltd Full timeAbout the Opportunity:Hireginie Talent Cloud Pvt Ltd is a leading talent cloud company that provides innovative solutions to businesses. We are seeking an experienced Wealth Management Expert to join our team and help us drive business growth through the sales of fixed income products.Key Responsibilities:Develop and implement sales strategies to grow the...
-
Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India Equentis Full timeJob OverviewEquentis is seeking a skilled Wealth Management Expert to join our team. This role will involve acquiring and advising high net worth clients, building sales funnels, and conducting business development activities.Salary: The estimated salary for this position is ₹50 lakhs per annum, based on industry standards and the location in Mumbai....
-
Private Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeAbout Spark Private Wealth:We are a leading private wealth management firm that provides comprehensive financial services to high net worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional investment solutions and personalized service to our clients.Job Summary:We are seeking a highly skilled Financial...
-
Private Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India Equentis Full timeCompany Overview: Equentis is a leading wealth management firm with a presence in Mumbai - Lower Parel. Our team of experts is dedicated to providing personalized financial services to high net worth individuals.
-
Wealth Management Fixed Income Expert
3 weeks ago
Mumbai, Maharashtra, India Hireginie Talent Cloud Pvt Ltd Full timeRole Description:We are seeking an experienced Wealth Management Fixed Income Expert to join our team at Hireginie Talent Cloud Pvt Ltd. As a key member of our wealth management team, you will be responsible for providing expert advice on fixed income products to high-net-worth individuals (HNIs) and institutional clients.Key Responsibilities:Provide expert...
-
Senior Financial Consultant
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout UsNuvama Wealth Management, a leading wealth and asset management firm in India, serves over 1 million affluent customers, UHNIs, family offices, institutional clients, and corporates. Our integrated platform offers wealth solutions, asset management, securities, and capital market advisory services.We believe in delivering exceptional outcomes for our...
-
Incred Wealth Zoho Expert
4 weeks ago
Mumbai, Maharashtra, India Incred Wealth Full timeCompany OverviewIncred Wealth is a forward-thinking company that leverages the power of technology to drive business growth. We are seeking an experienced Zoho Developer to join our team and contribute to our mission of delivering innovative solutions to our clients.Job DescriptionWe are looking for a skilled Zoho Developer with a strong understanding of the...
-
Wealth Management Director
3 weeks ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time**Job Summary:** Wealth Management DirectorVirtuous Advisors & Resources Private Ltd is a leading financial services conglomerate seeking a highly experienced Wealth Management Director to lead our wealth management team. As a seasoned professional with 8-15 years of experience in Investment Advisory/Wealth management, you will be responsible for driving...
-
Cyber Security Professional
1 month ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeJob Title: Cyber Security Professional - Fintech ExpertAbout Neo Wealth and Asset Management:As a leading Wealth and Asset Management platform in India, we cater to HNIs, UHNIs, and multi-family offices. Our mission is to provide comprehensive, trustworthy solutions through our three pillars of unbiased advisory, transparency, and cost-efficiency. Founded by...
-
Senior Financial Analyst
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Overview: We are seeking a highly motivated and experienced Senior Financial Analyst to join our team. In this role, you will be responsible for analyzing complex financial data, developing financial models, and providing strategic recommendations to drive business growth. If you have a strong background in finance and a passion for analysis, we...
-
Senior Financial Planning Specialist
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Summary:We are seeking an accomplished Senior Financial Planning Specialist to join our team at Spark Private Wealth. As a key member of our financial planning and analysis department, you will be responsible for developing and implementing financial models, conducting cost reduction initiatives, and providing financial guidance to support business...
-
Wealth Management Expert
3 weeks ago
Mumbai, Maharashtra, India Equentis Full time**Role Highlights:Equentis is looking for a highly skilled Private Wealth Advisor to manage high net worth individual portfolios in Mumbai. The ideal candidate will have experience in wealth management, private banking, or related fields.**Responsibilities Include:**- Acquiring new HNI clients and expanding the existing portfolio.- Building a sales funnel...
-
Senior Operations Manager Wealth Services
3 weeks ago
Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full timeJob Summary:We are seeking a Senior Operations Manager to lead our Wealth Services team at AstaGuru Auction House Private Limited. The successful candidate will be responsible for managing operational processes, driving innovation in client service delivery, and fostering a high-performance culture within the team.Key Responsibilities:The Senior Operations...