AUM Capital - Vice President/Assistant Vice President/Chief Manager/Senior Manager - Wealth Management

About the company :

- AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual in our team as VP/AVP/Chief Manager/Senior Manager, to its rapidly growing Business.

- AUM is the largest distributor of Wealth products in Eastern India, with pan- India presence in more than 10 locations. Managing assets of more than 11,000 Crs, we cater to Large Corporate treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

For more information on us, please visit www.aumcap.com

Job Summary :

- The candidate will be a key member of Wealth Team.

- This is an individual role.

The primary responsibility of WM will be to :

- 360-degree Financial planning, Advising/selling Ultra High Net Worth Clients and institutional clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.

- Acquiring New Clients, activation of inactive clients, client retention and client servicing.

- Competitive landscape understanding (Competitor activity, new product development), Sales promotions to increase client base

- Build, lead, manage and drive productivity of high-performing Relationship managers while setting KPIs, conduct reviews, and implement corrective actions to meet targets.

- Present regular MIS, forecasts, and performance reports to senior management while ensuring adherence to regulations and internal compliance standards.

- The ideal candidate for this role shall have :

1. Proven track record of acquiring & Dealing with HNI clients and Corporate Treasuries,

2. Good knowledge of financial products, superior Communication skills and providing best financial solution.

3. Minimum 3 years of experience in Wealth Management-Sales & Marketing

4. NISM VA, XA & XB preferred.

REPORTING TO :

National and Co-National Head - Wealth