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 11,000 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

Key Responsibilities

- Drive client acquisition and business growth through targeted lead generation, partnerships, referrals, and strategic outreach.
- Build and manage relationships with Family Offices, UHNI/HNI families, financial planners, and advisors across India.
- Conduct product demonstrations and present the value proposition of AUM Sampann to prospective clients.
- Manage existing client relationships, drive renewals, upselling, and cross-selling opportunities.




- Lead client servicing and ensure timely resolution of product and system-related queries.
- Gather client requirements and coordinate with Product, Development, and QA teams for enhancements and timely delivery.
- Collect and communicate client feedback to drive continuous product improvement.
- Conduct software training and support financial planners/advisors in using AUM Sampann for financial planning.
- Support testing and validation of software functionalities, calculations, and financial planning models.
- Represent AUM Sampann at relevant client meetings, industry events, and conferences.

Key Skills:

- Client Relationship Management
- Business Development
- Wealth Management
- Financial Planning
- Product Consulting
- SaaS/WealthTech
- Stakeholder Management

This position is open for Kolkata/ Banaglore/ Chennai/ Mumbai

📌 WealthTech Partnerships & Growth (Kolkata)
🏢 AUM Capital Market Private
📍 Kolkata