VP/ AVP/Chief Manager/ Senior Manager/ Manager Sales- Wealth Management

10 hours ago

Greater Delhi Area, India AUM Capital Market Private Limited Full time ₹ 20,00,000 - ₹ 2,50,00,000 per year

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.

JOB SUMMARY

The candidate will be a key member of Wealth Team.

This is an individual role. (Not a team leading one)

The primary responsibility of WM will be to:

  • Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
  • Asset allocation, financial planning and risk management according to client risk profile.
  • Acquiring New Clients, 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
  • Client servicing.

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.

Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

  • AVP/DVP/VP- Wealth Management

    7 days ago

    Delhi, Delhi, India IIFL Capital Services Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Relationship Manager

    1 day ago

    New Delhi, India Tax Manager Full time

    Job Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...

  • Wealth Manager

    3 days ago

    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Senior Manager/Chief Manager/AVP/VP Wealth Management

    16 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...

  • Campaign Manager

    2 weeks ago

    Delhi, Delhi, India Perridot Manager Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Campaign Manager Peridot Media (Meme Marketing)Plan and execute creative meme campaigns.Coordinate with clients and internal teams.Track trends to create viral content.Analyze results and optimize performance.

  • Senior Wealth Manager

    2 days ago

    Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...

  • Wealth Manager

    10 hours ago

    Delhi, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Team Leadership

    1 day ago

    Delhi, India Tax Manager Full time

    Role: Team Leader Industry: Financial Services Department: Sales Employment Type: Full-time, Permanent Experience Required: 7+ years (Preferably in Loans/Advances Sales Leadership) Salary - 20K to 40K Responsibilities: Drive the team to achieve and exceed monthly loan sales targets. Recruit, mentor, and lead a high-performing sales team. Foster strong...

  • VP/ AVP/ Relationship Manager

    3 weeks ago

    Ahmedabad, Jaipur, Delhi NCR, India Quick Turtle Full time

    Job Description VP/ AVP/ Relationship Managers- PCG (Private Client Group) 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling...