Job Description
Executive Assistant/Account Manager
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as Account Manager.
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 Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and
HNI/UHNIs across the country.
JOB SUMMARY
Executive Assistant/Account Manager
The AM will be a key member of North Team.
The primary responsibility of AM will be to:
• Taking care of periodic correspondence.
• 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.
• Assisting the North Head in his day-to-day work
• Taking care of zonal HR Desk.
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 English
Communication and Power Point skills required.
REPORTING TO
North Head
DESIGNATION
Manager/ Senior Manager/Chief Manager
SALARY
As per industry standard
AUM Capital
Job Type: Full-time
Salary: ₹100,000.00 - ₹500,000.00 per year
Schedule:
• Day shift
• Monday to Friday
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as Account Manager.
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 Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and
HNI/UHNIs across the country.
JOB SUMMARY
Executive Assistant/Account Manager
The AM will be a key member of North Team.
The primary responsibility of AM will be to:
• Taking care of periodic correspondence.
• 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.
• Assisting the North Head in his day-to-day work
• Taking care of zonal HR Desk.
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 English
Communication and Power Point skills required.
REPORTING TO
North Head
DESIGNATION
Manager/ Senior Manager/Chief Manager
SALARY
As per industry standard
AUM Capital
Job Type: Full-time
Salary: ₹100,000.00 - ₹500,000.00 per year
Schedule:
• Day shift
• Monday to Friday
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred
💡 Quick Summary
Seeking a career-building opportunity? The Executive Assistant|Office Manager position is now open for candidates interested in the MIS Executive sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.