Skywings Advisors Private Limited

Kaulagarh, Dehradun

Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.

Job DescriptionJob Description - Wealth Manager- Investment ProductsJob Location- Bangalore Hyderabad Road CTC- Up to 15 LPASUMMARY: - The Wealth Manager is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients. To conduct and assist in organising seminars, workshops and other business development activities.JOB SPECIFICATIONS REQUIRED:Qualifications:An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or education in Financial planning/Wealth Management. Other qualifications, like CFP, will be an advantage.Experience:Minimum 3 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market. Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills.General Competencies: Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result-oriented. Strong analytical skills and ability to work in teams.MOST Important: Do and Don't1. Stability - at least an average of 1-3 years in each of his last jobs.2. From the same Geography - Candidate should be from the same location.3. Candidate who has earned incentives.4. Hands-on experience in HNI relationships - no retail, no franchisee network, no online / telecalling sales.5. Ability and willingness to manage clients, not dependent on the assigned clients by the organisation.6. Has passion and willingness for field work and relationship management.7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organisation with High Value relationships.8. Willing to work in an individual capacity.

Job DescriptionPosition: Area Manager- IFACTC: up to 8 LPA + IncentivesExp. 2+ Yrs. in HNI Wealth/ PMS/ AIF Sales via IFA/Channel SalesLocation: ChennaiEducation: Graduate or MBA/PGDM in Financial Planning/Wealth Management. Other qualifications, like CFP, will be an advantage.Industry: Financial ServicesJob Role:Achieve given AUM and Revenue targetsMaintain relationships with the existing network of IFAsRecruit potential new IFAsManage, recruit and drive the sales team for meeting efforts and performance targets.Ensure the highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminarsBuild up a team as per the defined organisation structure.Job Mandates:Educational Qualifications: Graduate/ Post GraduateExperience: 2+ Years in sales of investment products through IFA channel.Team handling experience: RecommendedDomain Knowledge: Understanding of market pulse, trade knowledge, and understanding of the indirect channel.IT Skills: MS Office and Business Intelligence Applications.

As a Branch Manager in Mumbai, you will oversee the daily operations of our office while ensuring high standards of performance and customer satisfaction. Your role is crucial in maintaining good relationships with clients and leading your team effectively.**Key Responsibilities:**- **Team Leadership:** Guide and motivate your team to achieve performance targets and professional growth, fostering a positive work environment.- **Operational Management:** Ensure smooth branch operations by setting up efficient processes and regularly reviewing performance metrics.- **Financial Oversight:** Monitor budgets and financial performance, making adjustments as necessary to meet company targets.- **Client Relationship Management:** Build and sustain strong relationships with clients by understanding their needs and providing exceptional service.- **Sales Strategy Development:** Plan and implement effective sales strategies to drive business growth and expand market reach.- **Compliance and Risk Management:** Ensure all activities comply with legal and company standards, minimizing risks associated with branch operations.**Required Skills and Expectations:**Candidates should possess an MBA, PGDM, or M.Tech degree and have 8 to 10 years of relevant experience in branch management or a similar role. Strong leadership and communication skills are essential to effectively manage a diverse team. Candidates must demonstrate strategic thinking and problem-solving abilities. Familiarity with financial management and sales principles is crucial. A proactive approach to risk management and compliance, along with a customer-focused mindset, will be highly valued.

We are seeking a dedicated Relationship Manager to join our team in Mumbai. The ideal candidate will have 8 to 10 years of experience in client management and a strong educational background, ideally with an M.B.A/PGDM or M.Tech. This role is exclusively for female candidates and is a full-time position based in the office.**Key Responsibilities:**- **Client Engagement:** Actively manage existing client relationships to ensure satisfaction and retention. This involves regular communication and understanding client needs to provide tailored solutions.- **Business Development:** Identify opportunities for business growth within current accounts and potential new clients. This includes pitching services and negotiating contracts to expand the client base.- **Performance Analysis:** Monitor and evaluate client accounts to ensure targets are met. Providing insights to improve products and services based on client feedback will be key to this role.- **Team Collaboration:** Work closely with different departments, including marketing and finance, to align client solutions with overall business objectives. Strong interpersonal skills will be essential for effective collaboration.- **Reporting:** Prepare and present regular reports on client activities and performance metrics to senior management for strategic decision-making.**Required Skills and Expectations:**The successful candidate should possess strong communication and interpersonal skills, enabling effective interaction with clients. Excellent problem-solving abilities are essential for addressing client concerns proactively. A proven track record in relationship management, coupled with the ability to analyze market trends, will enhance success in this role. Strong organizational skills and a team-oriented mindset are also crucial, as the position involves coordinating with various stakeholders in the organization.

Job DescriptionPosition: Assistant Product Sales ManagerCTC: Up to 4.5 LPA + IncentivesExp. 1+ Yrs. into sales of POS/Merchant Acquisition/ Business Banking SalesLocation: MumbaiEducation: Graduate/ PGJob Role:New acquisitions: POS/QR terminals, CMS mandates.Activation & throughput: TPV, fee realisation.Penetration: Product adoption across mapped branches/segments.Portfolio health: Retention, cross-sell/up-sell, NPS/CSAT.Risk & compliance: Zero critical audit findings; KYC accuracy.Strong sales orientation; self-starter with high energy and proactive approach.Market savvy with solid networking; analytical and practical with troubleshooting aptitude.Excellent interpersonal, negotiation, presentation, and planning skills.Detail-oriented, tenacious yet diplomatic; comfortable working under pressure and meeting tight deadlines.Team player with entrepreneurial/builder mindset; presentable and dynamic.Sound analytical and logical reasoning capabilities.Job Mandates:Minimum 1 year of experience in sales of POS/Merchant Acquiring with a reputed bank.Exposure to Cash Management/GTS/CMS solutions (collections, payments, escrow, integrations) preferred.Graduate (BBA, BMS, BAF, BCA, B Tech, B.Sc. IT) required; MBA preferred.Proficient in MS Office (Word, Excel, PowerPoint)Strong written and verbal communication in English and the local language of the market.Note: Please don't apply if you are not interested in direct sales.

Industry: BankingGrade: DM (M2)Job Role:1.Acquisition of NewClient(NTB)through external individual efforts for Current Account, Savings AccountProducts of the bank.2.Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3.Revenue Generation, Customer Acquisition, Customer Retention.4.Maintaining Avg. Quarterly Balance.5.Conducts regular promotional and customer events to generate leads.6.Cross selling of CMS, Beat, MF, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.Must be ok in open market sales.Note: Please dont line up any operations/ customer service/ inhouse sales candidates.

Job Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales, Direct Sales Insurance, Business Loans, Home Loans etc.Must be willing to join within 30 days.Note: Please don't apply if you are not interested in field sales.

Job Description:We are looking forenergetic Relationship Officer with a strong background in DirectSales. The candidate should have a proven track record in CASA Sales, OpenMarket Sales, Field Sales, Liabilities Sales, SIP, Insurance, and FD.Key Responsibilities:1. Acquisition of saving/current account from open market.2. Accomplish sales targets set by the organization.3. Promote and sell financial products and services.4. Coordinate with other team members to provide excellent customer service.5. Conduct market research to identify selling possibilities and evaluate customerneeds.Requirements:1. Fresher or up to 2 yrs. of experience in direct sales from BFSI industry.2. Proven experience in CASA Sales, Open Market Sales, Field Sales, LiabilitiesSales, SIP, Insurance, and FD.3. Good interpersonal and communication skills.4. Good sales and negotiation skills.5. Ability to work independently and as part of a team.6. Must own a two-wheeler with a valid Driving License.7. Maximum age limit is 26 years.We are looking for candidates who are passionate about field sales and customerservice and are eager to grow their career in this field. If you fit the criteria and areinterested in this opportunity, please apply now with updated CV.

As a Relationship Manager, you will be responsible for managing and nurturing client relationships to ensure satisfaction and loyalty. Your role will involve understanding client needs, providing solutions, and helping them achieve their goals. **Key Responsibilities:**- **Client Engagement:** Actively engage with clients to understand their requirements and offer tailored solutions that align with their needs, ensuring customer satisfaction.- **Account Management:** Manage assigned client accounts, maintaining regular communication to build strong relationships and identify opportunities for growth.- **Problem Resolution:** Address any client concerns or issues promptly and effectively, ensuring a positive experience and fostering trust in our services.- **Market Analysis:** Keep abreast of market trends and client feedback to provide insights that can enhance service offerings and improve client satisfaction.- **Reporting and Documentation:** Prepare regular reports on client interactions and account status to track progress and inform management about client needs and potential risks.Required skills and expectations:Candidates should have a bachelors degree in areas such as business, architecture, or accounting. A strong understanding of customer service principles is essential, along with excellent communication and interpersonal skills to foster strong relationships. Problem-solving abilities and a proactive attitude are important, as is the capacity to manage multiple accounts effectively. Proficiency in Microsoft Office Suite is preferred. You should be self-motivated, detail-oriented, and capable of working well in an office environment. Previous experience in a client-facing role is an advantage.

Position: Assistant Manager- CASACTC: Up to 3.5 LPA + IncentivesExp. 1-4 Yrs. in Field sales / Direct Sales / Client Acquisition / Business Development from BFSI industryLocation: Kochi and MumbaiEducation: Graduate/ PGJob Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of MF, Gold Loan, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.1-5 yrs. field sales exp. preferably from CASA Sales, demat account opening, POS Machine sales, Direct Sales Insurance, Business Loans, Home Loans etc.Must be willing to join within 30 days.

Position: Premier Acquisition Manager- Business Banking SalesCTC: Up to 5 LPA + IncentivesExp. 2+ Yrs. in CASA/ Direct Sales from BFSI IndustryLocation: Kochi and MumbaiEducation: Graduate/ PGIndustry: BankingGrade: DM (M2)Job Role:1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3. Revenue Generation, Customer Acquisition, Customer Retention.4. Maintaining Avg. Quarterly Balance.5. Conducts regular promotional and customer events to generate leads.6. Cross selling of CMS, Beat, MF, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.Must be ok in open market sales.