84 Aum Growth Jobs - Page 3

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

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the empl...

Job Requirements Role/Job Title: Associate Relationship Manager-NBFC Function/ Department: Wholesale Banking Job Purpose Prepare credit proposals to support credit committee decisions regarding the clients portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc. of the proposed financing. Roles & Responsibilities Performing credit appraisal of NBFC & NBFC-MFI clients through analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis etc. Preparation of credit proposals combining financials analysis with sectorial information to support credit committee decisions regarding the c...

The Sales Manager-Used 2 Wheeler Loan in the Retail Banking department will play a key role in expanding the Two-wheeler lending business in a specific area by meeting the banking requirements of customers efficiently and leveraging technology effectively. This position involves close collaboration with various teams including Retail - Product Head, Operations, Sales, IT, Credit, and BIU. The primary objective is to deliver a seamless and satisfactory customer experience with the aim of establishing IDFC First as the preferred bank for all banking needs. Responsibilities include acquiring customers for Two-Wheeler loans within the designated segment, generating references from the specified ...

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt.

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Chief Executive Officer For the leading Wealth Management Company Need candidates only from Wealth Mgmt Companies Vision, Mission & Strategy Execution Revenue Growth & Business Expansion Product & Technology Integration Operations & Functional Excellence Team Building & Leadership Investor & Stakeholder Mgmt

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise ...

Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set ...

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role- Providing financial solutions for high-net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes...

Great Organization Career Growth and great learning opportunities Job Description Client Relationship Management Financial Needs Analysis Wealth Management Strategy Portfolio Construction and Management Investment Advisory Financial Planning Business Development Compliance and Regulatory Adherence Performance Monitoring Cross-Selling Market Acumen The Successful Applicant Client Acquisition and Growth AUM Growth Financial Expertise Communication and Interpersonal Skills Relationship Building Ethical Conduct Results Orientation Proactive Approach What's on Offer Great Organisation to work with.