AUM Capital - Senior Relationship Manager - Wealth Management

About the Company :

A leading Asset Management Company (AMC) with pan-India presence and managing assets of more than INR 25,000+ Crores, catering to Large Corporates Treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country is hiring a "Wealth Management - Senior Relationship Manager" professional at Bangalore and Delhi.

The incumbent will be a 'key member' of the Wealth Management team and shall be accountable for the following tasks and responsibilities :

- Advising/selling Ultra high Net worth 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.

- Asset allocation, financial planning and risk management according to client risk profile.

- 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.

The ideal candidate for this role needs to be a Graduate/Post-graduate with atleast 5 to 8+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries. Good knowledge of financial products, impeccable Communication skills and providing best financial solutions to our clients will be a prerequisite requirement for this role.