Manager/ Senior Manager/ Chief Manager/ AVP/ VP

AUM Capital Market Private Limited; Chennai District; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

AUM Capital Market Private Limited is seeking a seasoned wealth professional to lead UHNI/UHNI client advisory and portfolio management, focusing on PMS, MF, direct investments, and private equity. You will assess risk, tailor financial plans, and grow a high-value client base with strategic relationship management.

The role requires strong communication, analytical skills, and deep knowledge of capital markets.

Qualifications

• Graduate or postgraduate in Finance, Commerce, or related field.
• Strong relationship management and client engagement skills.
• Sound understanding of capital markets and wealth products.
• Ability to assess client risk profiles and offer suitable solutions.
• Sales oriented with a consultative approach.

Responsibilities

• Advising/selling UHNI/HNI clients on assets like PMS, MF, Direct and Pvt Equity, NCDs and bonds.
• Asset allocation, financial planning and risk management per client risk profile.
• Acquire new clients, activate inactive clients, and retain them.
• Provide 360-degree financial planning for HNI/UHNI and corporate clients.

Skills

Relationship management

Client engagement

Communication

Presentation skills

Analytical skills

Portfolio management

Sales orientation

Risk profiling

Education

Finance/Commerce degree

NISM VA/XA/XB (plus)

Job description

About the Company:

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.

AUM is 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. 11,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country. For more information please visit www.aumcap.com

Key Responsibilities:

• Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
• Asset allocation, financial planning and risk management according to client risk profile.
• Acquiring New Clients, activation of inactive clients, client retention.
• 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 portfolios of HNI clients.
• Competitive landscape understanding (Competitor activity, new product development).
• Sales promotions to increase client base
• Client servicing.

Key Skills & Qualification:

• 1218 months of experience in Wealth Management / Private Banking / Financial Advisory
• Strong relationship management and client engagement skills
• Sound understanding of capital markets and wealth products
• Ability to assess client risk profile and offer suitable solutions
• Sales orientation with a consultative approach
• Excellent communication and presentation skills
• Strong analytical and portfolio management skills
• Graduate/Postgraduate in Finance, Commerce, or related field
• NISM Series VA, XA & XB is a plus but not mandatory
• Proven experience in handling HNI/UHNI and Corporate clients

This is an individual role. (Not a team leading one) .