High-Performing Wealth Management Expert
3 weeks ago
About 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 Manager
Estimated Salary Range: ₹ 30 - ₹ 60 Lakhs per annum, depending on experience and qualifications
Job Description:
The Senior Wealth Manager will work closely with our clients to identify and develop new opportunities for delivering advice and solutions. Key responsibilities include:
- Providing expert financial planning assistance and asset allocation to clients through our Investment Advisory services
- Building and deepening relationships with existing Ultra-High Net Worth Individuals (UHNI) customers to increase their share of wallet
- Acquiring new clients and developing new territories to expand our business presence
- Cross-selling products and services to clients through collaboration with colleagues from other divisions
- Delivering sales targets and growing revenue while ensuring client satisfaction and retention
Required Skills and Qualifications:
To succeed in this role, you will need:
- Excellent written and oral communication skills
- Strong organizational skills and ability to work independently
- Experience in investment/financial services and knowledge of capital markets
- Strong teamwork and collaboration skills
- Relationship management and interpersonal skills
Benefits:
We offer a comprehensive benefits package, including:
- A competitive salary range of ₹ 30 - ₹ 60 Lakhs per annum
- 6 days working week with excellent variable compensation options
Other Details:
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