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VP Wealth Management


AUM Capital Market Private Limited


Location

Mumbai | India


Job description

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. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

Job Summary Please note that this is an Individual Role, you will act as an Individual Contributor The designation varies from Senior Manager/Chief Manager/AVP/VP

The candidate will be a key member of Wealth Team. The

primary responsibility

of WM will be to: 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 client and business development, Maintaining relationship with existing client. Client servicing. The

ideal candidate for this role shall have

high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution. Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.


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Salary

Rs 25000 per month

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