VP/AVP/Chief Manager/Senior Manager- Wealth

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

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
- Proven track record of acquiring & Dealing with HNI clients and Corporate Treasuries,
- Valuable knowledge of financial products, superior Communication skills and providing best financial solution.
- Minimum 3 years of experience in Wealth Management-Sales & Marketing
- NISM VA, XA & XB preferred.

REPORTING TO National and Co-National Head - Wealth

📌 Wealth Manager-Sr. VP/VP/Chief Manager (Bengaluru)
🏢 AUM CAPITAL
📍 Bengaluru