Wealth Relationship Manager Position

3 weeks ago


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

SKS Enterprises - Human Resource Planning and Management is a leading provider of wealth management solutions, dedicated to delivering exceptional services to its clients. Our team is committed to building long-lasting relationships with our clients, providing them with customized value-based solutions tailored to their unique needs.

About the Job

We are seeking an experienced Senior Wealth Portfolio Advisor to join our team. As a key member of our organization, you will be responsible for identifying new opportunities to deliver advice and solutions to existing clients, while acquiring new Wealth Management prospects. Your expertise in investment/financial services and capital markets knowledge will be invaluable in helping us achieve our goals.

Job Responsibilities:

- Identify customer needs and provide them with the right financial planning assistance and asset allocation using our Investment Advisory services
- Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet
- Acquire New Clients for the firm and develop new territories
- Collaborate with colleagues from other divisions of the bank to Cross Sell products and services to clients
- Deliver Sales Targets
- Expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention, and grow revenue Wealth Management while acquiring new clients

Required Skills and Qualifications:

- Excellent written and oral communication skills
- Strong Organizational Skills
- Experience in investment/financial services & knowhow of capital markets knowledge
- Strong Teamwork and Collaboration
- Relationship Management & Interpersonal skills

Benefits:

This role offers a competitive salary of ₹40,00,000 per annum, plus excellent variable options and a 6-day workweek. We offer a dynamic and supportive work environment that fosters growth and development. If you are passionate about delivering exceptional service and building long-lasting relationships, we encourage you to apply.

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