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25/01 Keerti Gupta
Senior Manager-HRD at AUM Capital

Views:23 Applications:8 Rec. Actions:Recruiter Actions:2

AUM Capital - Wealth Manager - Sales (1-2 yrs)

Bangalore/Chennai/Delhi NCR/Kolkata/Mumbai/Navi Mumbai/Pune Job Code: 255334

This is an individual role. (Not a team-leading one)

- Selling Wealth and other TPP products.

- 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, AIF.

- Successfully developing and maintaining clients- relationship

- Understanding capital market scenarios and knowledge of Wealth.

- Managing and building a 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.

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