11 Aum Growth Jobs

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management.

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role- Providing financial solutions for high-net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements- Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 5+ years of experience into Private wealth management.

Great Organization Career Growth and great learning opportunities Job Description Client Relationship Management Financial Needs Analysis Wealth Management Strategy Portfolio Construction and Management Investment Advisory Financial Planning Business Development Compliance and Regulatory Adherence Performance Monitoring Cross-Selling Market Acumen The Successful Applicant Client Acquisition and Growth AUM Growth Financial Expertise Communication and Interpersonal Skills Relationship Building Ethical Conduct Results Orientation Proactive Approach What's on Offer Great Organisation to work with.

Led Regional B2B Sales for IFAs & Distributors, driving AUM growth, partner acquisition, fixed income portfolio expansion. Defined strategy & built strategic alliances across B2B/B2B2C channels to scale revenue and business reach.

Spearheaded the fund-raising efforts, good relationship with global/domestic/Banks, FIIs & Investors. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth & Cash Flows. Required Candidate profile Hands on experience in raising debt from banks/FII/FI, through Private Placement & Public Issue of NCDs. Managerial & Leadership skills, networking & negotiation skills