Senior Manager/Chief Manager/AVP/VP Wealth Management

18 hours ago

Greater Bengaluru Area, India AUM Capital Market Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description-

With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years 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.

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Job Description -

  • This is an individual role. (You will be the Individual Contributor)
  • Local candidates are preferred.
  • Relevant experience is a must.
  • Candidates with Wealth Management experience will only be considered.

  • 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 UHNI, HNI clients and Institutions.
  • Competitive landscape understanding (Competitor activity, new product development).
  • Sales promotions to increase client base

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