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Wealth Management Specialist

2 weeks ago

Mumbai, Maharashtra, India AUM Capital Market Private Limited Full time
Company Overview

AUM Capital Market Private Limited is a trusted advisor for High Net Worth Individuals, Family Offices, Corporate Treasuries, and Institutions across India.


Sales Role

This role focuses on acquiring new clients, reactivating inactive ones, and retaining existing relationships through 360-degree financial planning.


Key Responsibilities
  • Analyzing risk profiles of clients to pitch the right products
  • Developing and maintaining client relationships
  • Building financial portfolios for HNI clients
  • Understanding capital market scenarios and wealth management knowledge
  • Managing client relationships with HNIs and Corporates

Required Skills and Qualifications

The ideal candidate should have relevant experience in Wealth Management and possess excellent communication and interpersonal skills.


Benefits

Candidates will be part of a skilled team ensuring maximum advantage for customers and business partners.