3 - 8 years
5 - 10 Lacs
Posted:2 months ago|
Platform:
Work from Office
Full Time
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a Relationship Manager Wealth, to its rapidly growing Wealth Management business.
Founded in 1995, AUM is now the largest distributor of Mutual Fund products in Eastern India, with
pan-India presence in more than 10 locations. Managing assets of more than Rs. 18,000 Crs, we cater
to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs
JOB SUMMARY
The RM will be a key member of Wealth team.
The primary responsibility of RM will be to:
360 degree Financial planning of HNI, UHNI and Corporate clients
Analyzing Risk profile of clients and pitching the right product.
Selling various third party financial products of all AMC & companies like Mutual funds, Fixed
deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
Successfully developing and maintaining clients relationship
Understanding capital market scenarios and knowledge of Wealth
Managing and building financial relationship with new HNI clients and Corporates, build
Competitive landscape understanding (Competitor activity, new product development).
Sales promotions to increase client base
The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and
Corporate Treasuries, Good knowledge of financial products, superior Communication skills and
Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity
and the demands that naturally arise from rapid growth.
REPORTING TO National and Co-National Head - Wealth
AUM Capital
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