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Hiring AUM Manager (manager Grade and Above)

India Infoline Limited
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7,00,000 - 17,00,000 P.A. Posted 25 days ago Job Applicants: 127 Job Views: 287

Job Description

 
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    Position : Relationship Manager - AUM

    Grade : Manager and above

    CTC : Best in the industry

    Location : Mumbai

    PRE-REQUISITES: -

    Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up



    ROLES & RESPONSIBILITIES: -

    Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

    Managing client relationship and generate AUM from preferred clients.

    Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

    To research, investigate and update them 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 as per their financial requirement.

    To conduct and assist in organizing seminars, workshops and other business development activities.



    Interested candidates can share their resume on swapnali.barot@iifl.com

Salary: INR 7,00,000 - 17,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Sales , Retail , Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Guidelines for Identification of Potential Candidate :-

    Any Graduate/ Post Graduate (preferably in Finance) with any other qualification / certification like CFP/ NISM will be an advantage.

    With a min of 3 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector.

    Looking for potentials with an ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being with a thorough understanding of financial markets.

    Should have good oral and written communication, interpersonal and analytical skills with clarity of thought, speech and expression with positive attitude and result oriented individual.

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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