VP/AVP/Chief Manager-Wealth Management-Sales

VP/AVP/Chief Manager/Senior Manager-Wealth

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 15,000 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 primaryresponsibility 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
• 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