Realtionship Manager- Wealth - Bangalore only

AUM Capital Market Private Limited; Bengaluru; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

AUM Capital Market Private Limited in Bengaluru seeks a senior wealth management professional for VP/AVP/Senior Manager roles. You will drive 360-degree financial planning for HNI and institutional clients, including PMS, MF, Direct and Pvt Equity, NCDs and bonds, in a fast-growing national platform.

The position emphasizes acquiring new clients, servicing existing relationships, and building a high-performing team of relationship managers while maintaining strict regulatory compliance.

Qualifications

• Proven track record of acquiring and dealing with HNI clients and corporate treasuries.
• Good knowledge of financial products and ability to provide best financial solutions.
• Minimum 3 years of experience in Wealth Management - Sales & Marketing.

Responsibilities

• 360-degree financial planning and advising Ultra High Net Worth and institutional clients on assets such as PMS, MF, Direct & Pvt Equity, NCDs, bonds.
• Acquiring new clients, reactivating inactive clients, client servicing and retention.
• Competitive landscape understanding and sales promotions to grow the client base.
• Lead and manage relationship managers, set KPIs and review performance to meet targets.
• Present MIS, forecasts and reports to senior management while ensuring compliance.

Skills

HNI client acquisition

Wealth products knowledge

Communication skills

Wealth management sales

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 11,000 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

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