9 Aum Management Jobs

Role & Responsibilities: Client Acquisition & Revenue Growth Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based advisory approach Drive exceptional volume and revenue performance through personalized financial solutions and client-focused engagement Cross-Sell & Product Penetration Ensure comprehensive product coverage by effectively cross-selling and up-selling the full range of DBS products and services Maximize wallet share by understanding client needs and offering tailored banking and investment solutions Client Relationship Management Maintain high levels of customer satisfaction through proactive relationship management and timely service delivery Serve as a trusted advisor and single point of contact for clients, ensuring consistent support and engagement Internal Collaboration Coordinate with DBS Service, Distribution, and Product teams to ensure seamless client servicing and product fulfillment Provide feedback from clients to internal teams for continuous service and product enhancement

Role & Responsibilities: Client Acquisition & Revenue Growth Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based advisory approach Drive exceptional volume and revenue performance through personalized financial solutions and client-focused engagement Cross-Sell & Product Penetration Ensure comprehensive product coverage by effectively cross-selling and up-selling the full range of DBS products and services Maximize wallet share by understanding client needs and offering tailored banking and investment solutions Client Relationship Management Maintain high levels of customer satisfaction through proactive relationship management and timely service delivery Serve as a trusted advisor and single point of contact for clients, ensuring consistent support and engagement Internal Collaboration Coordinate with DBS Service, Distribution, and Product teams to ensure seamless client servicing and product fulfillment Provide feedback from clients to internal teams for continuous service and product enhancement

Role & Responsibilities: Client Acquisition & Engagement Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based approach Deliver strong volume and revenue performance by targeting high-potential prospects and deepening existing client relationships Cross-Selling & Upselling Drive product penetration by offering a full suite of DBS products and services across banking, investments, and insurance Identify cross-sell and up-sell opportunities to enhance client value and meet individual financial goals Customer Relationship Management Maintain the highest levels of customer satisfaction through proactive engagement and personalized financial solutions Build long-term client relationships by understanding customer needs, financial behaviors, and preferences Internal Coordination Collaborate with internal teams including Service, Distribution, and Product to ensure smooth service delivery and product fulfillment Resolve client issues and ensure a seamless banking experience through efficient stakeholder coordination

Role & Responsibilities: Client Acquisition & Engagement Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based approach Deliver strong volume and revenue performance by targeting high-potential prospects and deepening existing client relationships Cross-Selling & Upselling Drive product penetration by offering a full suite of DBS products and services across banking, investments, and insurance Identify cross-sell and up-sell opportunities to enhance client value and meet individual financial goals Customer Relationship Management Maintain the highest levels of customer satisfaction through proactive engagement and personalized financial solutions Build long-term client relationships by understanding customer needs, financial behaviors, and preferences Internal Coordination Collaborate with internal teams including Service, Distribution, and Product to ensure smooth service delivery and product fulfillment Resolve client issues and ensure a seamless banking experience through efficient stakeholder coordination

Client Acquisition & Revenue Performance: Acquire and engage clients with Assets Under Management (AUM) of INR 1 million or more using a need-based approach. Deliver exceptional volume and revenue growth through targeted client acquisition. Ensure effective product penetration by cross-selling and up-selling relevant banking products and services. Client Relationship Management: Manage and maintain high levels of customer satisfaction through proactive engagement and personalized relationship management. Coordinate closely with internal teams including Service, Distribution, and Product to ensure seamless client servicing and support. Service Excellence: Ensure consistent delivery of superior service standards to enhance client loyalty and retention. Monitor client feedback and address concerns promptly to maintain service quality.

The main purpose of your role is to plan, organize, and manage all activities to drive Retail Sales through the assigned channel (IFA channels) in the branch. This is aimed at increasing AUM, market share, quality, and profit potential of assets. You will face several key challenges in this role: 1. Ensuring that our schemes are top-of-mind among the extensive bouquet of products available with the distributor base. 2. Identifying suitable resources from other industries and motivating them to join our industry. 3. Maintaining a high rate of activation across all channels. Your key result areas include: - Achieving and exceeding AUM & Market Share targets through targeted sales activities such as driving sales, conducting trainings, presentations, events, contests, and distributor engagement programs. - Managing and maximizing business from Client Relationships through prompt service, regular meetings, timely dissemination of updates, after-sales support, and effective database maintenance. - Undertaking Business Development activities including providing marketing support to clients/distributors, provision of publicity material, designing & implementing events, contests, promotional activities, coordinating for product advertisements, and ensuring visibility in distributor branches. - Monitoring Compliance to ensure alignment with systems and practices in relation to statutory regulations. - Planning and overseeing activities aimed at expanding the distributor base to achieve business results through activation of dormant relationships and empanelment of new distributors. - Managing and monitoring team members for better productivity by facilitating training, guidance, development, ensuring AMFI Certification, monitoring performance, and providing relevant reports to management. The ideal candidate for this role should have a minimum experience level of 10 - 20 years and be a Graduate.,

The main purpose of the role is to acquire new clients and manage existing clients in order to expand the market by increasing the Assets Under Management (AUM) and market share. Additionally, the role involves activating non-active clients to drive business growth. Key Accountabilities: - Responsible for new client acquisition and activating inactive clients. - Generate, follow up, and convert leads effectively. - Ensure market share across clients and distributors aligns with organizational requirements, while expanding market share and building AUM for both existing and new clients. - Provide client and distribution servicing, actively engaging in assisting with transactions for new and existing clients. - Develop long-term relationships with key/potential distributors to foster repeat business. - Network actively with clients, competitors, and distributors to gather market insights. - Provide timely information on products to distributors. - Adhere to compliance norms set by the organization and regulatory bodies. - Participate in joint calls with investors and distributors as needed, actively supporting transactions with new and existing clients. - Maintain and review data on market share regularly. - Network with distributors, clients, and competitors to stay informed about market trends. - Train and update distributors on product information. This role follows a work-from-office model with day shift timings. Interested professionals can send their CV to karis.paul@in.experis.com for consideration.,

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding information, research, and organizational materials. Candidate Qualifications: The ideal candidate for this role should possess the following qualifications: Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Experience in handling an Asset Under Management (AUM) of 20 crores and above. Excellent social and interpersonal skills. Comfortable with client acquisition in a Business-to-Consumer (B2C) setting. Expertise in equity, mutual fund, and real estate advisory, as well as the capital market. Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs. Required Skills: Networking and relationship-building Knowledge of investment products Client acquisition

Primary Responsibility: It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationships and he/she should be aware of local market intelligence Maintain records of business on internal software CRM etc. Visit clients and acquire asset/business. Personal Skills: Good Communication and leadership skill. Fast learner & Adaptive Equity & Derivative Knowledge. NISM Certification proffered Preferred Candidate Profile Candidate should have 2 Year in broking industries or managing bank AUM of Privilege Clients Advantage With Us No third party products target but additional weightage and incentive is available. Attractive & transparent incentive plan Travel reimbursement as per actual Two Saturdays off in a month Walk-in Detail : - Walk in date: 26-may-2025 to 30 -jun-2025 Walk in time: 9:00 am to 6:00 pm Venue : Shivam Stock Broking pvt ltd (Share khan) .1st floor, Sisodia Palace, East Boring Canal Road, Patna (800001). Contact : Nidhi (6299924341)