Business Support Specialist

Business Support Specialist /Account Manager

About the company AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual in our team as a Executive Assistant/Account Manager, to its rapidly growing Wealth Management Business.

AUM is the largest distributor of Mutual Fund products in Eastern India, with pan- India presence in more than 10 locations. Managing assets of more than 15,000 Crs, we cater to Large Corporate treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.

For more information on us, please visit www.aumcap.com

Executive Assistant/Account Manager

The AM will be a key member of Wealth Team.

The primary responsibility of AM will be to:

• Coordinating with clients for KYC, documentation and handling their grievances.

• Preparing Portfolio Dashboards of clients.

• Data Analysis on Mutual Funds, Direct Equity, etc based on various parameters.

• Assistance in preparing and presenting financial strategies for clients.

• Meeting existing clients for monthly reviews.

• Generating leads of prospective clients for business development.

• Preparing MIS & Other reports.

• Handling Client correspondence independently.

• Assisting the National Head in his day-to-day work

The ideal candidate for this role shall have high level of experience in Dealing with clients, knowledge of finance & financial product will be an added advantage. Superior Communication and Power Point skills required.

DESIGNATION Manager/ Senior Manager

SALARY As per industry standard

WORK EXPERIENCE At least 1 years