About the company AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual in our team as a Executive Assistant/Account Manager, 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 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
Executive Assistant/Account Manager
The AM will be a key member of Wealth Team.
The primary responsibility of AM will be to:
• Coordinating with clients for KYC, documentation and handling their grievances.
• Preparing Portfolio Dashboards of clients.
• Data Analysis on Mutual Funds, Direct Equity,
etc based on various parameters.
• Assistance in preparing and presenting financial strategies for clients.
• Meeting existing clients for monthly reviews.
• Generating leads of prospective clients for business development.
• Preparing MIS & Other reports.
• Handling Client correspondence independently.
• Assisting the National Head in his day-to-day work
The ideal candidate for this role shall have high level of experience in Dealing with clients, knowledge of finance & financial product will be an added advantage. Superior Communication and Power Point skills required.
DESIGNATION Manager/ Senior Manager
SALARY As per industry standard
WORK EXPERIENCE At least 3 years
📌 Executive Assistant (Chennai)
🏢 AUM CAPITAL
📍 Chennai
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