153 Aum Jobs - Page 2

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management

1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances

1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

At Nouryon, our global team of Changemakers takes positive action every day, to reach higher goals collectively and individually. We create innovative and sustainable solutions for our customers to answer society's needs today and in the future. Purpose of the Job Develop, set and achieve yearly production goals as part of the site/business goals and in line with the site strategic posture. Be a people leader and driver of continuous improvement. About The Job (Job Responsibilities) Performance Management in Process owner production: plans, reviews and actions Process owner of OAM, AUM, PEM and ORM process in production Adherence to budget and to production schedule (AUM) and BOM (PEM) Avail...

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore ,Hyderabad. Chennai CTC up to 20Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regu...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

Currently we are hiring Operation Manager for Broking industry. Role: Operations Manager Mutual Fund Operations Location: Mumbai Mode: Work From Office (WFO) Industry Preferred - Broking Industry Job Summary An experienced and detail-oriented professional is sought to manage and optimize mutual fund operations. The ideal candidate will oversee end-to-end transaction processing, reconciliations, brokerage management, stakeholder coordination, and compliance. The role also involves identifying opportunities for process automation and driving operational improvements across functions. Key Responsibilities 1. Mutual Fund Operations & Transaction Management Oversee daily processing of mutual fund...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Fastest Growing Portfolio & Investment Management Company is hiring in large numbers across India Please send your cv on rm@contactxindia.com / ia@contactxindia.com Call on 8859766816,94125 01851 Role & responsibilities Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager HNI Acquisition Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Educa...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...

PRIMARY JOB RESPONSIBILITIES Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products. .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 25-45CR of AUM with him/her into Equity & Investment Product Min. 30-50 client candidate managing. Min AUM 5-6cr from Equity Behaviora...

Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevan...