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Hiring for AUM Manager

3 - 8 YearsMumbai, Mumbai Suburbs

Posted: 32 days ago

Job Description

Responsible for business development through acquisition of high net-worth clients [client acquisition]
Responsible for identifying customer needs and assessing their risk appetite Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
Responsible for achieving targets based on acquisition and revenue generation through equity
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
Provide regular updates to the immediate superior as and when required
Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Must ensure the growth of AUM and IR from existing customers mapped to them

Salary: INR 5,00,000 - 10,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Life Insurance/Financial Services
Role: Regional Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Desired Candidate Profile

Please refer to the Job description above

Company Profile

India Infoline Limited
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
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Contact Details

Recruiter Name:Susan Noronha

Contact Company:India Infoline Limited

Website:http://www.indiainfoline.com/