AUM Capital

Delhi, Bangalore, Mumbai, Kolkata, Ahmedabad, Cochin, Pune, Ranchi, Patna, Guwahati – – 19/11/2021

Salary – Based on current CTC

Job Title

Relationship Manager – Wealth

Company Profile

  • Founded in 1995, AUM Capital is now the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 18,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

Job Profile & Responsibilities

  • 360 degree Financial planning of HNI, UHNI and Corporate clients.
  • Analyzing Risk profile of clients and pitching the right product.
  • Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
  • Successfully developing and maintaining clients’ relationship.
  • Understanding capital market scenarios and knowledge of Wealth.
  • Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
  • Competitive landscape understanding (Competitor activity, new product development).
  • Sales promotions to increase client base.

Preferred Qualifications

  • Graduate or post graduate

Desired Candidate Profile

  • At least 3 years of relevant experience.
  • Have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and
    providing best financial solution.
  • Negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

Additional Details

  • AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a Relationship Manager – Wealth, to its rapidly growing Wealth Management business.
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