With a strong intellectual base coupled with an un-parallel bouquet of products and services, AUM Capital has emerged as the preferred advisor for the discerning customer. The 360 degree approach to address customer needs has cemented relationships with corporate and institutional client franchise. Incorporated in 2005, AUM Cap is headquartered in Kolkata with branches across India.

We, at AUM, strive to maximize the value we bring to our Customers and Business Partners through committed and excellent service operations. We have an array of Financial Products and Services alongwith an efficient manpower who are always up and working to create maximum advantage for our customers and business partners. Thus, we endeavor to make Fair Dealing a core practice in everything we do, complementing our Motto - Your Trust is Our Wealth- .

Our offerings span across Wealth Management, Equity Broking, International Finance, Trade Finance, Insurance Broking & Commodity Broking by Subsidiary, Etc. and provide a holistic solution for the client. With exclusive services in the securities business, we provide a full spectrum of services to all our clients and financial intermediaries. Its sales people, research analysts provide unique products and premier facilitation. We provide product innovation, research and advice, and comprehensive access to the worlds- capital markets.

Job Description :

The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment

1. Understanding the customer needs and guide them investing their financial portfolio on MF, Bonds, FD, Equity, Etc. as per their requirement.

2. Acquisition of new clients though different models of market penetration.

3. Understanding the financial market and act accordingly.

4. Ready for executing new strategies and process to generate business.

5. Maintain good relation with clients.

Desired Skills :

1. Excellent communication and negotiation skills

2. Very good interpersonal skills with the ability to build and deepen client relationships

3. Strong knowledge of financial asset

4. Knowledge on Financial Market

5. Must have the understanding of the market and looking forward to build career in Wealth Management.

Experience : 5-10 Years

Education : B.Com / MBA

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