Manager/ Senior Manager/ Chief Manager/ AVP/ VP

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business. AUM 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. 11,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country. For more information please visit www.aumcap.com

Advising/selling 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. Key Skills & Qualification: 1218 months of experience in Wealth Management / Private Banking / Financial Advisory Strong relationship management and client engagement skills Sound understanding of capital markets and wealth products Ability to assess client risk profile and offer suitable solutions Sales orientation with a consultative approach Excellent communication and presentation skills Strong analytical and portfolio management skills Graduate/Postgraduate in Finance, Commerce, or related field NISM Series VA, XA & XB is a plus but not mandatory Proven experience in handling HNI/UHNI and Corporate clients This is an individual role. (Not a team leading one) .