About the Company and 'Role/Position' Overview : A leading Corporate Financial Institution is hiring a highly motivated, seasoned and accomplished individual as "CREDIT FUND MANAGER - CAT2-AIF" at MUMBAI - Andheri (E). The company provides best-in-class Wealth Management Solutions and Inter Corporate Deposits to High Network Individuals, large and mid corporate groups and institutions with expertise in structure products, investment & providing mezzanine financing to corporate in need for their short term working capital need. The individual identified and selected for the above-mentioned role will be a 'key member' and shall be responsible and accountable for the below mentioned tasks and responsibilities in an ‘Individual Contributor (IC)’ role reporting directly to the Management team. Key Responsibility Areas (KRAs) : Credit Analysis & Under-writing - Evaluating the creditworthiness of potential investments, including analyzing financial statements, industry trends, and economic factors. The individual in the above-mentioned role will monitor the performance of the credit portfolio, identifying potential risks, and making adjustments to the portfolio to optimize returns and mitigate risk.Debt & Loan EvaluationManaging a portfolio of credit-based assets, ensuring optimal returns while mitigating risk. This includes analyzing creditworthiness, managing risk, and making investment decisions within a defined framework. He/she will also develop and implement credit risk management strategies, contributing to the overall investment strategy.Investment Strategy Development & Market Analysis - The ‘Credit Fund Manager - CAT2-AIF’ will be responsible for 'Sourcing & Analysing deals', creating and executing investment strategies that align with the fund's objectives, considering market conditions, economic trends, and client needs.Portfolio/Fund Management - He/She will manage the fund's assets, making investment decisions, monitoring performance and making necessary adjustments to optimize returns, ensuring alignment with the fund’s goals and objectives.Investment Decisions - Making investment decisions based on thorough analysis and risk assessment, aligning with the fund's investment strategy and risk appetite.Risk Management - The individual in the ‘Fund Manager’ role will assess and manage risks associated with investments, ensuring the fund's capital is protected and that investment goals are achieved through diversification and strategic decision-making.Compliance Oversight & Reporting - Ensure all investment activities comply with regulatory requirements and internal and external policies & regulations; and providing regular reports on portfolio performance & risk management activities.Performance Reporting - Prepare detailed reports on fund performance and present findings to senior management and clients.Team Collaboration - Work closely with analysts, traders, and other stakeholders to inform investment decisions.Client Communication - Provide regular updates/reports to clients regarding portfolio performance & market conditions.Client Relationship Management - Build and maintain relationships with clients, including regular communication and reporting on portfolio performance. Preferred candidate profile : # Bachelor's or Master's degree in Finance, Economics or a related field.# Should have prior experience of 5 to 8+ years from Banking & Credit Rating Agency in credit analysis, risk management and portfolio management as a 'CREDIT FUND MANAGER' specializing in 'AIF - CAT2' products in a reputed asset management company (AMC).# Deep understanding of credit markets, risk assessment, and financial regulations.# Strong analytical and financial modeling skills.# Knowledge of credit products, credit risk management, and regulatory compliance.# Leadership and team management skills.# Excellent communication and interpersonal skills.# Relevant professional certifications (e.g., CFA, FRM) and others, as applicable. Compensation : Will not be a constraint for the right candidate.

Company Description- With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – “Your Trust is Our Wealth”. Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners. Website - www.aumcap.com Email - keerti@aumcap.com Job Description - This is an individual role. (You will be the Individual Contributor) Local candidates are preferred. Relevant experience is a must. Candidates with Wealth Management experience will only be considered. We have openings in Delhi, Mumbai, Bangalore, Chennai, Pune, Ahmedabad. Client acquisition, 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 new HNI clients and Corporates, build portfolios of UHNI, HNI clients and Institutions. Competitive landscape understanding (Competitor activity, new product development). Sales promotions to increase client base Show more Show less

Company Description- With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – “Your Trust is Our Wealth”. Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners. Website - www.aumcap.com Email - keerti@aumcap.com Job Description - This is an individual role. (You will be the Individual Contributor) Local candidates are preferred. Relevant experience is a must. Candidates with Wealth Management experience will only be considered. We have openings in Delhi, Mumbai, Bangalore, Chennai, Pune, Ahmedabad. Client acquisition, 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 new HNI clients and Corporates, build portfolios of UHNI, HNI clients and Institutions. Competitive landscape understanding (Competitor activity, new product development). Sales promotions to increase client base Show more Show less

Job Title: Fixed Income Operations Manager Location: Kolkata Department: Operations – Fixed Income Reporting To: Head of Operations About AUM Capital AUM Capital is a trusted name in the financial services industry with 20 years of legacy, offering comprehensive investment and wealth solutions. With over 200 professionals, we focus on integrity, client-first advisory, and operational excellence. Role Overview We are seeking a diligent and process-driven Fixed Income Operations Manager to support the back-office functions related to bonds and other fixed income products. The incumbent will work closely with the Bondvue team and Fixed Income dealers to ensure timely settlements, compliance, and accurate trade processing. Key Responsibilities Handle end-to-end operations for Fixed Income instruments like Corporate Bonds, G-Secs, SDLs, T-Bills, and NCDs. Coordinate with the Bondvue platform and internal teams for trade processing and settlement. Ensure accurate trade entries, confirmations, and reconciliations. Liaise with custodians, depositories (NSDL/CDSL), and counterparties for timely settlements. Maintain proper records and documentation of all fixed income transactions. Assist in generating MIS reports and support regulatory reporting requirements. Ensure compliance with SEBI and RBI guidelines for debt market operations. Flag and resolve trade discrepancies in coordination with the dealing team. Candidate Profile Graduate/Postgraduate in Finance, Commerce, or related field. 3–4 years of experience in fixed income operations in a broking or financial services setup. Working knowledge of Bondvue or similar platforms preferred. Familiarity with fixed income market instruments and settlement processes. Comfortable with Excel and basic back-office systems. Strong coordination and follow-up skills. Detail-oriented, organized, and compliance-conscious. Show more Show less

Job description Job Title: Telemarketing Manager – Corporate & HNI Outreach Location: Kolkata Department: Wealth Management Reports To: Senior Vice President Company: AUM Capital Market Private Limited About AUM Capital AUM Capital is a trusted name in the financial services industry with over 25 years of excellence. We provide a wide array of investment and wealth management solutions to individual investors, HNIs, and corporate houses. Our commitment to customer-centricity, integrity, and innovation continues to drive our growth. Role Overview We are looking for a proactive and persuasive Telemarketing Manager who will play a key role in initiating high-level engagements with High Net-Worth Individuals (HNIs) and Corporate Clients . The primary responsibility will be to establish first contact and secure appointments for the Senior Vice President to further business development opportunities. Key Responsibilities Initiate outbound calls and effectively communicate AUM Capital’s value proposition. Secure appointments for the Senior Vice President with key decision-makers. Maintain and update CRM systems with accurate call records, follow-ups, and feedback. Build rapport and ensure a professional and courteous experience for all prospects. Coordinate with internal teams to ensure pre-meeting briefs and follow-ups are executed smoothly. Track and report calling metrics, appointment conversion rates, and prospect feedback. Desired Candidate Profile Experience: 3–4 years in telemarketing, preferably in financial services, wealth management, or B2B sectors. Education: Graduate in any discipline; MBA/Finance background is an added advantage. Skills: Strong communication and persuasion skills. Professional phone etiquette and ability to engage senior professionals. Knowledge of financial products and services. Self-motivated, target-oriented, and a team player. Proficiency in MS Office. What We Offer Opportunity to work with a seasoned leadership team. Exposure to high-profile clients and strategic business development. Dynamic and growth-oriented work culture. Please send your CV to keerti@aumcap.com

AUM Capital, 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. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country. The company is seeking to add an accomplished and motivated individual as a 'Wealth Relationship Manager' at DELHI (Jasola) to its rapidly growing Wealth Management business. The primary responsibility of WM will be : # Advising 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 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. Candidate Profile : # The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, # Good knowledge of financial products, superior Communication skills and providing best financial solution. # Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth. Please note : (1) This is an Individual Contributory (IC) role and "NOT" a team-leading role. (2) This position will report into "National and Co-National Head - Wealth"

A ‘leading player’ in Indian Capital Markets is hiring an "Executive Assistant (EA)" to the Regional Head & SVP at the company's corporate office situated at Jasola, Delhi. This is a high-impact, multi-functional role designed to support and enable the Director in driving strategic and operational excellence across multiple businesses. The role demands a dynamic individual with a strong focus on Project Management, and Strategic execution. Position Overview : The ideal candidate will have a strong track record in supporting senior leadership, managing cross-functional Projects, and driving strategic initiatives. This role offers an exciting opportunity to work closely with the Director and Executive Team, ensuring seamless operations and contributing to the company's growth trajectory. Key Responsibilities : (1) Cross-Functional Project Management (2) Executive Support (3) Process Optimization (4) Stakeholder Engagement The preferred candidate should meet the following requirements/ eligibility criteria : # Should be a Graduate/Post-Graduate from a recognised college/university; # 5+ years of work-experience in a similar capacity/role.; # Prior work-experience in consulting, project management, business analysis or a similar role as an 'Exec. Assistant' will be an added advantage; # Excellent verbal and written communication skills in English and Hindi with ability to present information clearly and concisely; # Strong analytical skills with the ability to interpret data and provide actionable insights; # Should be technology-savvy (mandatory) and have exceptional 'Organizational Skills and attention to detail' with the ability to manage multiple tasks effectively; # Ability to work collaboratively in a team-oriented environment and adapt to a fast-paced work environment; # Should have a proactive approach to tasks, demonstrating a willingness to learn and take on new responsibilities;