Wealth Relationship Manager

AUM Capital, is 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. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

The company is seeking to add an accomplished and motivated individual as a 'Wealth Relationship Manager' at DELHI (Jasola) to its rapidly growing Wealth Management business.

The primary responsibility of WM will be :

# Advising Ultra/High Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.

# Asset allocation, financial planning and risk management according to client risk profile.

# Acquiring New Clients, activation of inactive clients, client retention.

# 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 portfolios of HNI clients.

# Competitive landscape understanding (Competitor activity, new product development).

# Sales promotions to increase client base

# Client servicing.

Candidate Profile :

# 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 providing best financial solution.

# Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

Please note :

(1) This is an Individual Contributory (IC) role and "NOT" a team-leading role.

(2) This position will report into "National and Co-National Head - Wealth"