Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Manager/ Chief Manager/ AVP @ AUM Capital

Home > Retail & B2C Sales

 Manager/ Chief Manager/ AVP

Job Description

Delhi, Bangalore, Mumbai, Kolkata, Ahmedabad, Pune, Hyderabad, Ranchi, Guwahati

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

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

JOB SUMMARY

The RM will be a key member of Wealth team.

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 Wealth

Managing and building financial relationship with new HNI clients and Corporates, build

Competitive landscape understanding (Competitor activity, new product development).

Sales promotions to increase client base

The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and

Corporate Treasuries, Good knowledge of financial products, superior Communication skills and

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

Job Classification

Industry: Financial Services
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Regional Sales Manager (B2C)
Employement Type: Full time

Contact Details:

Company: AUM Capital
Location(s): Guwahati

+ View Contactajax loader


Keyskills:   Wealth management financial products Mutual funds Financial planning National Head Capital market New product development HNI client handling

 Fraud Alert to job seekers!

₹ Not Disclosed

Similar positions

Agency - Chief Managing Partner - L5 - Bangalore 1 (Residency Road)

  • Kotak Life Insurance
  • 4 - 6 years
  • Puducherry
  • 11 days ago
₹ Not Disclosed

Regional Sales Head- Avp- Tied Agency Business- Life Insurance Company

  • Mnc In Bank Broking
  • 10 - 20 years
  • Ahmedabad
  • 14 days ago
₹ 2.5-47.5 Lacs P.A.

Chief Business Officer- Tied Agency Channel/ Core Agency- Life Insu Co

  • Mnc In Bank Broking
  • 14 - 24 years
  • Pune
  • 15 days ago
₹ 1.25-1.75 Cr P.A.

Zonal Sales Manager- Avp- Loyalty Channel Sale- Life Insurance Company

  • Mnc In Bank Broking
  • 10 - 20 years
  • Pune
  • 15 days ago
₹ 27.5-42.5 Lacs P.A.

AUM Capital

AUM Capital Market Private Limited