About the role

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
Job SummaryThe candidate will be a key member of Wealth Team.This is an individual role.The primary responsibility 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
 Build, lead, manage and drive productivity of high-performing Relationship managers while setting KPIs, conduct reviews, and implement corrective actions to meet targets.
 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 have1. 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 & Marketing4. NISM VA, XA & XB preferred.REPORTING TONational and Co-National Head - Wealth

AVP/VP-Wealth Management

About the role

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