High-Performing Wealth Management Expert

3 weeks ago


Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time

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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