AVP/VP-Wealth Management

AUM Capital Market Private Limited; Delhi; On-site; INR 3,000,000 - 7,000,000; Full time

Job summary

AUM Capital Market Private Limited is seeking an accomplished professional to join the Wealth team as VP/AVP/Chief Manager/Senior Manager. This individual will lead client acquisition and advisory for Ultra High Net Worth and institutional clients, delivering tailored financial solutions across PMS, MF, Direct investments, and other products.

You will build and mentor a team of relationship managers, drive sales targets, and present MIS to senior management, while ensuring compliance with

Qualifications

• Proven track record of acquiring & Dealing with HNI clients and Corporate Treasuries.
• Good knowledge of financial products, superior Communication skills and providing best financial solution.
• Minimum 3 years of experience in Wealth Management-Sales & Marketing
• NISM VA, XA & XB preferred.

Responsibilities

• 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.

Skills

HNI client acquisition

Relationship management

Financial product knowledge

Communication skills

Wealth management sales experience (3+

Education

NISM VA/XA/XB preferred

Job description

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 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 have

• Proven track record of acquiring & Dealing with HNI clients and Corporate Treasuries,
• Good knowledge of financial products, superior Communication skills and providing best financial solution.
• Minimum 3 years of experience in Wealth Management-Sales & Marketing
• NISM VA, XA & XB preferred.

REPORTING TO

National and Co-National Head - Wealth