Relationship Manager Wealth Management

Job Description

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.

AUM is 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. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

The primary responsibility -

1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.

2. Asset allocation, financial planning and risk management according to client risk profile.

3. Acquiring New client and business development.

4. Maintaining relationship with existing client.

5. Client servicing.

Requirements -

1. The ideal candidate for this role shall 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.

2. Excellent communication skills and negotiation ability will be key.

3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
  • Experience

    3 - 6 Years

  • No. of Openings

    2

  • Education

    Any Bachelor Degree

  • Role

    Wealth Management

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About AUM Capital Market

AUM Capital has emerged as the preferred advisor for the discerning customer. The 360 degree approach to address customer needs has cemented relationships with corporate and institutional client franchise. Incorporated in 2005, AUM Cap is headquartered in Kolkata with branches across India. We, at AUM, strive to maximize the value we bring to our Customers and Business Partners through committed and excellent service operations.
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