VP/AVP-B2B Channel-Wealth, AUM Sampann

AUM Capital Market Private Limited; Kolkata District; On-site; INR 3,000,000 - 10,000,000; Full time

Job summary

AUM Capital Market Private Limited, a premier financial brand, is seeking a high-caliber leader for VP/AVP/Chief Manager/Senior Manager to drive business growth in India. The role spans client acquisition, relationship management, and software solutions for UHNI/HNI clients, with travel to client sites and industry events.

This is an individual role open in Delhi, Chennai & Kolkata, requiring strategic vision and hands-on execution across sales, client service, and product understanding.

Qualifications

• Experience in establishing and growing relationships through targeted campaigns and lead generation.
• Proven ability to generate new business revenue through client acquisition and relationship management.
• Experience presenting software solutions to Family office clients in India.
• Willingness to travel to client sites and attend industry conferences.

Responsibilities

• Establishing, qualifying, and enhancing prospective relationships through targeted campaigns, partner relationship building and lead generation.
• Generating new business revenue through strategic client acquisition and relationship management.
• Presenting the applicability of AUM Sampann software solutions to Family office clients located in India.
• Travel to and from prospective client sites and attending industry conferences.
• Provide customer service and product knowledge to customers located in India (UHNI and HNI families).
• Lead and manage the client service team.
• Develop a trusted relationship with key accounts.
• Revenue Target
• Generate revenue by upselling entities and getting references from existing clients.
• Maintain ongoing relations with existing clients and make sure clients renew their subscription.
• Product Improvement
• On the feet problem identification & resolving w.r.t internal & external issues in the system.
• Learning & understanding investments management & accounting.
• Gather and Analyze software requirements from clients by Interacting with them.
• Take estimates and delivery dates from Development & QA team and communicate the same to all stake holders as required in the project.
• To show the software demonstrations to prospect clients.
• Get the suggestions from existing clients and forward them to the higher authority. Testing the calculation and technical part in software.
• To give software training to financial planners and advisors.
• Helping them while making financial plans.
• To work on various models in financial planning software (such as review model, cash flow etc.)

Job description

About the company 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 / https://aumsampann.com/

This is an individual Role.

This position is open in Delhi, Chennai & Kolkata

Key Responsibilities

• Establishing, qualifying, and enhancing prospective relationships through targeted campaigns, partner relationship building and lead generation.
• Generating new business revenue through strategic client acquisition and relationship management.
• Presenting the applicability of AUM Sampann software solutions to Family office clients located in India.
• Travel to and from prospective client sites and attending industry conferences.

Client Service

• Provide customer service and product knowledge to customers located in India (UHNI and HNI families).
• Lead and manage the client service team.
• Develop a trusted relationship with key accounts.
• Revenue Target
• Generate revenue by upselling entities and getting references from existing clients.
• Maintain ongoing relations with existing clients and make sure clients renew their subscription.
• Product Improvement
• On the feet problem identification & resolving w.r.t internal & external issues in the system.
• Learning & understanding investments management & accounting.
• Gather and Analyze software requirements from clients by Interacting with them.
• Take estimates and delivery dates from Development & QA team and communicate the same to all stake holders as required in the project.

To show the software demonstrations to prospect clients.

• Get the suggestions from existing clients and forward them to the higher authority. Testing the calculation and technical part in software.
• To give software training to financial planners and advisors.
• Helping them while making financial plans.
• To work on various models in financial planning software (such as review model, cash flow etc.)