153 Aum Jobs - Page 4

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Role & responsibilities Two Posts. One each Pune and Chennai based. Reporting to Senior General Manager Export. Degree in Electrical Engineering with 12 years experience in International Marketing of Electrical Equipment/ Capital goods. Sound knowledge of international bidding, Quotation preparation, offer submission. Excellent oral and written communication skill, presentation skill, analytical. Should have experience in day to day correspondence with international customers for techno-commercial matters, prequalification process. Responsible for market development, enquiry generation, Budget achievement, Payment collection. Must be willing for extensive international traveling. Must be awa...

Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proac...

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISIT...

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISIT...

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...

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per cli...

KKR is a leading global investment firm that offers alternative asset management, capital markets, and insurance solutions. The company aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit, and real assets, and has strategic partners that manage hedge funds. The insurance subsidiaries of KKR offer retirement, life, and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds a...

\ We are looking out for Dynamic Wealth Management Professional ,as below : Company Profile : The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses. Position : VP - Associate VP - Wealth Purpose : Manage Private Wealth of more than 100 cr. Location : Pune Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Experience : 5+ years of experience into Private wealth management. Education : Graduate ...

As a Middle Office professional in the Leveraged Credit Operations team at KKR's Gurugram office, you will play a crucial role in supporting a variety of activities within the CLO Operations team. Your primary focus will be on CLO Trustee Reporting and assisting in Trustee Relationship Management, with additional responsibilities including Asset Maintenance, Daily Trade Activity, and MIS. This role will offer you the opportunity to collaborate with colleagues from various KKR offices globally, including Dublin, San Francisco, London, and New York. Your key responsibilities will include providing end-to-end support for the reporting process, pre-emptive break resolution, reporting MIS with ex...

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*

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets fo...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets fo...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets fo...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets fo...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Roles & Responsibilities - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition.

What will you do As an Investment Relationship Manager, you'll be instrumental in growing our investment portfolio by acquiring new clients and deepening relationships with existing ones. Your primary focus will be on increasing our assets under management (AUM) and systematic investment plan (SIP) book through direct client engagement and excellent service. Key Responsibilities: Direct Responsibilities: Acquire new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Add overall AUM by gathering assets from existing and new clients. Increase the basket of clients having AUM. Contributing Responsibilities: Achieve the business target assigned to...

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets fo...

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) P...

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) P...

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) P...

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) P...

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) P...