Job Detail

Relationship Manager-Wealth-Corporate Sales - AUM CAPITAL MARKET PVT LTD

Date Posted: Feb 22, 2021
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Job Detail

  • Job Type:
    Full Time/Permanent
  • Job Industry:
    Banking/Financial Services
  • Location:
  • Company:
  • Shift:
    General Shift
  • Career Level:
  • Positions:
  • Experience:
  • Gender:
  • Degree:
  • Apply Before:
    Mar 31, 2021

Job Description

1) Client Service:-

  • Extensive communication with clients.
  • Ability to discuss investment performance, economic and market trends
  • Presentations to clients on financial and tax planning options and opportunities.
  • Profiling Customers and provide financial products to meet customer needs
  • Formulating the strategies to increase the client base and acquisition of Institutional clients.
  • Providing advisory services into various instruments like, MF, PMS, Bond, Equity.
  • Develop and/or deliver private wealth education sessions to clients and his peers.
  • Assist in developing, implementing and communicating new procedures, products, and portfolio enhancements to service the clients. 


2) Financial Planning:-

  • The core task is to strategize, drive and increase wealth business in order to achieve revenue targets in the Wealth segment.
  • Develop knowledge of the client’s entire financial and family situation and be able to structure a goal based investment plan.
  • Understand and coordinate income tax planning and work closely with client’s tax advisors.
  • Evaluate and discuss options to meet client philanthropic goals.
  • Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.


3) New Business Development and Marketing:-

  • Develops leads and referrals from current clients and outside contacts.
  • Participate in sales meetings with prospective clients.
  • Assist the Product and wealth research team with market and stock research updates.
  • Selling products of Mutual Fund, Bonds, IPO and also Cross selling of other financial products of the organisation.


Skills Required

Company Overview

Kolkata, West Bengal, India

With over 25 years of experience, AUM Capital is an all-encompassing hub of financial services that caters to the needs of HNIs, large corporates and institutions alike. We are the largest financial services provider in Eastern India headquarter... Read More

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