Wealth Manager

Delhi, Mumbai, Chennai, Bangalore, Pune, Ahmedabad – 31/05/2024

Job Title

Wealth Manager

Job Location – Delhi, Mumbai, Chennai, Bangalore, Pune, Ahmedabad


VP/AVP/Chief Manager/Sr. Manager- Wealth Management
Who are we
With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.
We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – “Your Trust is Our Wealth”.
Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners.
Website – www.aumcap.com


Why you should be a part of us? 
 Wealth Management industry provides an exciting and stimulating career for those who seek the challenges of the high word of finance.
 A career in Wealth management provides the best opportunities to meet the rich and gain from their experience.
 At AUM Capital we have close to a cumulative 25 years of experience across verticals in various financial sectors. We directly manage 25000 crores AUM across different financial instruments.
 We manage the affluent clientele across geographies.
 The Team is highly respected for their ethical approach and leadership qualities.
 As wealth managers, we provide 360-degree analysis for client’s financial requirements.
 You be exposed to multi assets like equities, debt, retirement benefits, real estate, commodities, and offering like portfolio management, financial planning, succession planning and risk management.
 Best salaries and incentive offered.
 Consistent ascend of opportunities and career growth,

Job Description
Financial Services
Employment Type
Full-time, on-site

This is an individual role. (Not a team leading one)
Local candidates are preferred.
Relevant experience is a plus.
CWM Certification is a plus.
Candidates who have cleared NISM VA/ NISM PMS/ NISM Fixed Income or X-A, X B, will be given preference.

We have openings in Delhi, Mumbai, Bangalore, Chennai, Pune, Ahmedabad.
 Client acquisition, activation of inactive clients, client retention.
 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

What are we looking for
 2-3 years of experience in Wealth Management with proven record of acquiring and managing client portfolios, is preferred.
 Existing book and client relationships is a plus.
 Good understanding of various products, services, compliance, taxation and operational aspects of Wealth Management.
 Excellent Communication and people skills.
 Confident with strong analytical, critical thinking and presentation skills.
 People with a flair for meeting new people.
 Ability to invoke confidence and trust in HNI clients.
 Humble attitude to learn, co-operate and respect organisation norms.
National and Co-National Head – Wealth
As per industry standard.

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