Job Detail

AVP/VP/Chief Manager-Wealth Management - AUM Capital Market Pvt. Ltd.

Date Posted: Jan 19, 2023
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Job Detail

  • Job Type:
    Full Time
  • Job Industry:
    Banking/Financial Services
  • Location:
    Kolkata, West Bengal, India
  • Company:
  • Shift:
    General Shift
  • Career Level:
    Manager/Sr. Manager
  • Positions:
    10
  • Experience:
    to Years
  • Gender:
    No Preference
  • Degree:
    Bachelor’s level education
  • Apply Before:
    Feb 15, 2023

Job Description

Wealth Manager-AVP/VP/Cheif Manager

 

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 a 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 across the country.

job Summary

RM - Wealth

The RM will be a key member of the Wealth Team.
This is an individual role and not a team-leading role.
Local candidates will be preferred.

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 We
  • Managing and building a 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

The ideal candidate for this role shall have a high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior communication skills and providing the 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.

REPORTING TO

National and Co-National Head - Wealth

designation

Manager/ Chief Manager/ AVP/ VP

salary

As per industry standard

work experience

At least 3 years

Requirements

Company Overview

Kolkata, West Bengal, India

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