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:

- 12–18 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
- Solid 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)

📌 /VP/ AVP/ Senior Manager/Manager/Assistant Manger- Wealth Sales- Delhi Only (Mumbai)
🏢 AUM Capital Market Private
📍 Mumbai