Currently we have an urgent opening for AUM Manager in our organisation at Chennai.
EXPERIENCE : 3 to 10 yrs
SALARY : As per Industry Standards
LOCATION : Chennai
QUALIFICATION : Any Graduate
- The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Desired profile :
- Good Communication Skills
- Excellent Presentation Skills
- Knowledge of Investment tools
- Should possess knowledge of Investment portfolio e.g. Mutual Fund, Insurance,etc
- HNI & NRI Client relationship management skills
- Manage complete portfolio.
- NISM V Certified
- IRDA Certification
- AMFI Certification
Feel free to call me at 877-857-4891 or send resume at firstname.lastname@example.org for any further queries.
Recruitment Manager| India Infoline Limited
Salary: INR 7,00,000 - 12,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time