84 Aum Growth Jobs - Page 2

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Job Description Job Purpose To lead the Government NPS vertical for the assigned region by managing a team of Government Relationship Managers and driving AUM growth through voluntary PFM switches by Central and State Government NPS subscribers. The role includes strategic engagement with government bodies, sales planning, managing team productivity, and coordination with internal functions to ensure compliance and seamless execution. Main Accountabilities Business Leadership & AUM Delivery . Own and deliver regional AUM targets by driving voluntary switches to Tata PFM from existing NPS subscribers across Central and State Government departments. . Monitor performance of Government Relation...

Job Description Job Purpose To lead the Government NPS vertical for the assigned region by managing a team of Government Relationship Managers and driving AUM growth through voluntary PFM switches by Central and State Government NPS subscribers. The role includes strategic engagement with government bodies, sales planning, managing team productivity, and coordination with internal functions to ensure compliance and seamless execution. Main Accountabilities Business Leadership & AUM Delivery . Own and deliver regional AUM targets by driving voluntary switches to Tata PFM from existing NPS subscribers across Central and State Government departments. . Monitor performance of Government Relation...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused