13 Aum Management Jobs

As a Senior Wealth Relationship Manager at the leading NBFC, your role will involve managing relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (U-HNI) clients. Your key responsibilities will include: - Demonstrating a strong background in Wealth Management - Utilizing excellent communication skills to effectively engage with clients - Maintaining a minimum of 4-5 years of experience in your current role, with a stable job history - Showcasing a proven track record of managing HNI/U-HNI client base - Handling Assets Under Management (AUM) of at least 50 Crores In addition, interested candidates are encouraged to share their profiles at: associate2@jobsna...

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

Role Overview: As a Relationship Manager at DBS Consumer Banking Group, your primary goal is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients with assets under management (AUM) exceeding INR 1 million. You will be responsible for deepening client relationships, ensuring client coverage, and promoting the cross-selling and up-selling of DBS products and services to meet the financial needs and aspirations of the clients at different life stages. Key Responsibilities: - Acquire and upgrade quality clients in the branch location areas to the Treasures segment. - Engage with existing customers to increase wallet share through the retention and grow...

As a Senior Wealth Relationship Manager at the leading NBFC, your role will involve: - Managing a strong background in Wealth Management - Demonstrating excellent communication skills - Maintaining a minimum of 4-5 years in your current role without frequent job changes - Showcasing a proven HNI/U-HNI client base - Handling Assets Under Management (AUM) of 50 Cr or more If you meet the key requirements mentioned above and are interested in this opportunity, please share your profiles at associate2@jobsnavigator.co.in.,

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 time...

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 time...

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 s...

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 s...

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 superio...

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 su...

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 e...

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 inf...

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 bu...