Aum Management Jobs – Apply to Latest Aum Management Job Vacancies

RM ( Relationship Manager ) Shivam Stock Broking

2.0 - 7.0 years

5 - 6 Lacs

Patna

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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)

Posted 2 weeks ago

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VP - Wealth Manager Midas Fintech Solutions

10 - 12 years

8 - 12 Lacs

Mumbai, Dadar West

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Job Summary: We are looking for a seasoned and dynamic Wealth Manager with proven expertise in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI) clients. The ideal candidate should have an extensive network of HNI and Ultra HNI clients, significant experience in handling Assets Under Management (AUM), and exceptional leadership skills to effectively guide and inspire a team of wealth management professionals. Key Responsibilities: Client Relationship Management: Build and maintain long-term relationships with HNI and Ultra HNI clients. Deliver personalized financial advisory and wealth management solutions based on clients financial goals and risk appetite. Conduct regular portfolio reviews and provide updates on investment performance. Business Development: Leverage existing networks and develop new relationships to expand the client base. Identify and acquire new clients to enhance AUM and revenue growth. Drive business development through client referrals, networking events, and strategic partnerships. AUM and Portfolio Management: Currently managing ~AUM of ?100 crore plus, across different asset class. Develop and implement strategies to increase AUM and meet financial targets. Continuously monitor and analyse portfolio performance to make informed investment decisions. Team Leadership and Mentorship: Build, develop, and lead a team of wealth managers and relationship managers. Provide mentorship and guidance to enhance individual and team performance. Set clear performance expectations and monitor progress against targets. Conduct training sessions to improve team knowledge, client engagement skills, and overall effectiveness. Market and Product Knowledge: Stay updated on market trends, economic changes, and investment opportunities. Ensure thorough knowledge of financial products, including mutual funds, insurance, equities, bonds, and alternative investments. Managing a minimum of ?100 crore AUM across different asset class. Strong network within the HNI and Ultra HNI segments. Skills: 10-12 years of relevant experience in wealth management/private banking. Proven track record of managing a minimum of ?100 crore AUM across different asset class. Strong network within the HNI and Ultra HNI segments. Excellent communication, interpersonal, and client relationship skills. Leadership and team management abilities.

Posted 3 months ago

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