548 Aif Jobs

Opening for AMC company. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. • Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. • Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. • Assists clients in providing them with information like product or service quotes. • Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. • Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. • Cross-sell of company's products, generate awareness about the brand and various basket of products. • Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same • Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. • Understanding the clients requirements & recommending the strategy accordingly • Network with clients to identify avenues for new business opportunities • Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. • Maintain highest level of service and delivery to all clients Interested candidates shared resume on snehal@topgearconsultants.com

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

As a Sales Executive in our investment sales team, you will play a crucial role in driving sales and promoting financial products to our clients. Your main responsibilities will include selling in-house equity shares, business-as-usual shares, and Alternative Investment Funds (AIFs). To excel in this role, you will need to engage with clients proactively, manage portfolios effectively, and possess strong communication and calling skills. Your key responsibilities will involve driving the sales of various investment products, including in-house equity shares, routine business shares, and other financial instruments. You will also be responsible for managing and growing a portfolio of high-net-worth and retail clients, ensuring regular updates and insights are provided. Additionally, you will promote and sell AIF products to qualified investors while adhering to regulatory norms. Daily outbound calls to prospective and existing clients will be essential for generating leads, pitching investment products, and closing sales. Building strong client relationships, staying updated on market trends and regulatory changes, and enhancing customer satisfaction will also be part of your role. To be successful in this position, you should have a proven track record in sales of financial products, shares, or investment portfolios. Exposure to AIF funds will be advantageous. Excellent verbal and written communication skills, a strong phone presence, and the ability to work independently and achieve sales targets are crucial. A bachelor's degree in Finance, Business, or a related field is required, and relevant certifications such as NISM will be a plus. Your skills in client relationship management, communication, outbound calling, portfolio management, sales of financial products, market intelligence, and AIF fund sales will be instrumental in driving the success of our investment sales team. Join us in this dynamic role where you can leverage your expertise to build strong client relationships and drive sales growth effectively.,

Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

We seek a dynamic AVP – Sales & Marketing to drive revenue, client acquisition & brand growth. Lead teams across retail, HNI, institutional segments & implement strategies for equity, derivatives, IPOs, mutual funds & more..

Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned territory. Support cross-functional teams in client servicing and relationship building. Technical & Behavioral Competencies Strong verbal and written communication skills. Fluency in the local language is an advantage. Excellent interpersonal skills and team-oriented attitude. Process-driven with a strong willingness to learn and adapt to evolving needs. Highly self-motivated with a strong focus on targets and client satisfaction. Preferred candidate profile PMS NISM Investment Mangement Portflio Management If Interested then connect with shravani.m@genxhire.in OR 7710889351

Role & responsibilities - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up sellingAMC's Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of HNI/UHNI customers. - Preference to NISM Certified candidates with experience in managing Retail/HNI - Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile - Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets Perks and benefits Best in the Industry

Job Role: SAP CFIN Consultant Job Location: Hyderabad, Bangalore, Chennai, Ahmedabad & Mumbai Work Mode: (WFO/Hybrid) Exp 5+ Years Job description: Deliver SAP Central Finance solution on support Data Replication and Mapping Troubleshooting and Issue Resolution Data Flow Monitoring and Verification Configure SAP to meet the business requirements. Integration Testing and User Support Process Improvement and Documentation Performance Metrics and Reporting Qualifications 4 to 8 years of consulting experience in support and must have executed one rollout projects Must have experienced in Central Finance support and added advantage if he/she worked in S4 Strong hands-on configuration and design skills Experience with AIF, SLT and error monitoring tools of CFIN Able to collaborate with clients and have a strong desire to excel and be committed to gaining exposure to multiple industries while further developing your career Good communication skills both written and oral. Must be a Team player (Raises issues/concerns and seeks meaningful resolution) Strong sense of ownership and accountability of tasks with attention to detail

We are looking for an SAP MDG Consultant to join ourSAP Practicein India. Location: Bangalore (Whitefield), Mumbai (Airoli), Pune (Talwade), Chennai (Siruseri). Responsibilities: Design and conduct the replication of Vendor / Customer Master Data B and C segments between 33 ECC systems and S/4 MDG hub solution for Business Partner. Sound functional knowledge of Vendor and Customer Master Data and their conversion / mapping into S/4HANA Business Partner Consult the customers internal IT organization in the development of XLST to map SAP Web Services to EDIFACT messages for the usage on SnapLogic Groundplex Technical solution design for IDOC Inbound & Outbound, field mapping, integration, end-to-end testing & coordination English business fluent - Ability to work in an international, remote team environment, effectively interacting with others Requirements Education: Bachelors degree/masters degree. Candidate should have 4+ years of work experience as a MDG consultant. Experience in & knowledge of: Experience in Data Replication using SOAP Service and ALE/IDOCs using DRF+ Experience with BRF+, AIF integration, EDI, middleware solutions like SnapLogic - Knowledge of S/4HANA MDG What we offer: Competitive salary package. Leave Policies: 10 Days of Public Holiday (Includes 2 days optional) & 22 days of Earned Leave (EL) & 11 days for sick or caregiving leave. Office Requirement: 3 Days WFO

Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelors or Master’s degree) Role & responsibilities Preferred candidate profile

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets spread across product mix * One point contact for the assigned customer .

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Role & responsibilities Job Description: Strong Dynamics 365 F&O development with good exposure in below areas. Dynamics 365 for Finance and Operations (F&O) with 5 end-to-end implementations Should have strong hands on experience in coding in X++, MorphX and worked on integration. Should have worked on Forms, SSRS, Workflow, Batch Processing, Tables. Good to have ER, AIF & DIXF. Azure Integration Layer Legacy Applications / 3rd party ISVs. (Mandate) Good in communication skills. Mandatory Skills X++ basics OOPS D365 Integrations AX2012 Best practices SSRS Data entities/AIF Batches / SysOperation framework Security framework Data upgrade