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 current 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

Strong 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)

📌 Relationship Manager- Wealth - Delhi only
🏢 AUM Capital Market Private
📍 Delhi