1029 Aif Jobs

Role : AIF Sales/Fund Raising About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Neo Asset Management (NAM) is part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 15,000 crs across various funds and simultaneously is in the process of raising capital. Summary: We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: Sales Strategy & Execution: Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. Identify and pursue new business opportunities, including expansion into new markets within the regio Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly Client Relationship Management: Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals Ensure high levels of client satisfaction through regular engagement and delivering value-added services Revenue Growth & AUM Expansion: Drive revenue growth by increasing sales of the companys asset management products and services Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients Reporting & Analysis: Prepare regular sales reports, forecasts, and performance analyses for senior management Use data-driven insights to make informed decisions and adjust strategies as needed Compliance & Risk Management: Ensure all sales activities are compliant with regulatory requirements and company policies Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships Academic Qualification and Experience: Qualification Essential: MBA / CA / CFA 3-5 years of experience in Asset Management or Financial Services Industry Knowledge, Competency and Skills requirement: Proven track record of achieving sales targets and driving revenue growth in the regional role Strong leadership ad team management skills Deep understanding of financial products, investment strategies, and asset management industry Excellent in Communication, Negotiation and Interpersonal skills Strategic thinker with strong analytical and problem-solving skill Ability to build and maintain strong client relationships Knowledge of regional market

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates WhatsApp CV'S to Harika - 8106336954/ call me Email ID - harika@avaniconsulting.com

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interpersonal, networking, and relationship-building skills. Excellent communication and listening abilities with the knack for simplifying complex financial concepts. Professional demeanor with confidence in client interactions and presentations. Sound financial and analytical skills to understand and address client financial goals. Ability to work under pressure and remain compliant with internal processes and regulatory norms. Target-oriented with a keen eye for opportunities to increase profitability. Strong documentation and compliance adherence capabilities. Desired Candidate Profile: Experience: 7-12 years in Wealth Management, Financial Planning, and Investment Advisory. Certifications: Possession of relevant certifications (e.g., NISM, CFP) is preferred. Product Knowledge: In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Track Record: Proven success in AUM acquisition and relationship management. Minimum AUM Handled: 30 Cr

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interpersonal, networking, and relationship-building skills. Excellent communication and listening abilities with the knack for simplifying complex financial concepts. Professional demeanor with confidence in client interactions and presentations. Sound financial and analytical skills to understand and address client financial goals. Ability to work under pressure and remain compliant with internal processes and regulatory norms. Target-oriented with a keen eye for opportunities to increase profitability. Strong documentation and compliance adherence capabilities. Desired Candidate Profile: Experience: 7-12 years in Wealth Management, Financial Planning, and Investment Advisory. Certifications: Possession of relevant certifications (e.g., NISM, CFP) is preferred. Product Knowledge: In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Track Record: Proven success in AUM acquisition and relationship management. Minimum AUM Handled: 30 Cr

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track record Ability to bring a performing team (preferred) Demonstrated success in managing large portfolios & driving business growth

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track record Ability to bring a performing team (preferred) Demonstrated success in managing large portfolios & driving business growth

Role & responsibilities 1. Financial Strategy & Planning Develop long-term financial strategies aligned with business goals. Lead budgeting and forecasting processes. Advise the CEO and board on financial implications of strategic decisions. 2. Financial Reporting & Compliance Ensure timely and accurate financial statements. Maintain compliance with statutory regulations (e.g., Companies Act, SEBI, Income Tax). Coordinate with auditors and regulatory bodies. 3. Cash Flow & Working Capital Management Monitor cash flow and liquidity. Optimize working capital and manage treasury operations. Ensure efficient capital allocation. 4. Risk Management Identify financial risks and implement mitigation strategies. Oversee internal controls and audit processes. Ensure insurance and contingency planning. 5. Fundraising & Investor Relations Lead equity and debt fundraising initiatives. Maintain relationships with investors, banks, and financial institutions. Manage investor communications and disclosures. 6. Cost Control & Profitability Drive cost optimization initiatives. Analyze margins and profitability across business units. Implement financial discipline across departments. 7. Team Leadership & Development Build and lead the finance team. Foster a culture of accountability and continuous improvement. Ensure training and development of finance staff. Preferred candidate profile Professional Qualifications Chartered Accountant (CA) - Essential Cost and Management Accountant (CMA) - Desirable Company Secretary (CS) - Desirable Skills & Competencies Strong analytical and strategic thinking. Deep understanding of financial regulations (SEBI, RBI, Companies Act). Leadership and team management. Excellent communication and stakeholder management. Proficiency in financial software (SAP, Oracle, Tally, etc.). Knowledge of cost accounting and supply chain finance. Experience with venture capital, burn rate management. Minimum Experience 10 to15 years in finance roles and overall experience 15 to 30 years At least 5 years in senior leadership (e.g., Finance Director, VP Finance). Preferred Experience Experience of Equity-Based Fundraising Experience of raising fund by Venture Capital .and Coordination with Stock Exchange . Experience of SEBIs Alternative Investment Fund (AIF) framework Worked with Private Equity (PE) firms and handled large investment. Experience of Initial Public Offering (IPO) to raise large-scale capital and successfully handled the compliance of SEBI guidelines . Coordinated for SEBI approval, financial audits and AGM . Knowledge and Experience of Rights Issue and Preferential Allotment as per SEBI guidelines. Knowledge and Experience of Qualified Institutional Placement (QIP) as per SEBI guidelines. Experience of Deb Based Fundraising like Bank Loans & Debentures , Corporate Bonds and External Commercial Borrowings (ECB) / Foreign Debt and have experience of compliance of regulations under RBI, Companies Act, and SARFAESI Act, ECB guidelines Experience of Strategic Alliances & Joint Ventures . Experience of Mergers & Acquisitions, Investor relations , Regulatory compliance Exposure to: Corporate governance, Risk management , international finance (for global companies)

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Description: Job Description (Wealth Sales): Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs. Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. Proactively identify new business opportunities through referrals, networking, and cross-selling. Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice. Ensure compliance with regulatory and internal risk management policies. Prepare and present periodic performance reports to clients. Achieve sales and revenue targets as set by the business.

Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings & achieve business target. Interested can share Resume on HR 6352492572

Role & responsibilities ob Title: Senior Manager Business Development (IFA) Function: Business Development – IFA Location: Mumbai Reporting To: Regional Sales Head – Mumbai Job Summary: We are looking for a seasoned professional to drive business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in Mumbai. This individual contributor role focuses on relationship management, distributor onboarding, and supporting strategic distribution efforts to grow market share. Key Responsibilities: Build and manage strong relationships with IFAs/MFDs Drive distributor engagement and business development initiatives Onboard and empanel new distributors Conduct joint client meetings and support documentation processes Collaborate with internal teams (Investment, Ops, Customer Service) Share market intelligence with relevant stakeholders Ensure regulatory compliance and uphold brand standards Qualifications: MBA/Postgraduate in a relevant field 9–10 years of experience in financial services Preferred Skills: Expertise in managing IFAs and MFDs Knowledge of AIFs, PMS, and equity markets Strong communication, analytical, and relationship-building skills Self-driven and capable of working independently Let me know if you’d like a one-liner summary or a version tailored for platforms like LinkedIn or job boards. AttachSearch Preferred candidate profile

Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation/graduate Experience: 3+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Apply Process - If anyone interested in this position please share with us your updated resume at pankaj@rainainfovision.com For more details contact us Sr. HR Executive - Recruitment Pankaj Kashyap - 9354512269

Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Summary The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation/graduate Experience: 3+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Apply Process - If anyone interested in this position please share with us your updated resume at pankaj@rainainfovision.com For more details contact us Sr. HR Executive - Recruitment Pankaj Kashyap - 9354512269

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 Interested candidates can share CV to vinith.yadav@branch.sharekehan.com or Whatsapp-7338112258

Direct Responsibilities : Looking for Wealth Relationship Manager 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 client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. NISM 5A is mandatory Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgraduate with 1–4 years’ experience in direct financial product sales Excellent communication & presentation skills Strong relationship-building & networking ability proactive, and self-driven If you're ready to grow with one of India’s leading financial institutions, drop your CV or reach out now!

Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for the AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Knowledge & Essential Skills: 1. Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. 2. Good knowledge of financial products. 3. Consistently exceed the clients expectations by being dedicated and passionate. 4. Experience Range- 5 years+ 5. Excellent communication skills and a strong executive presence Academics: MBA Finance (Full Time) or CA or CFA or CFP

Role & responsibilities Assistance in Board and Shareholders meeting management and managing the tool on board communication. Assistance in ensuring periodic updation / revision of policies and SoPs and also maintaining repository of the same Possess basic knowledge of SEBI (Alternative Investment Funds) Regulations, 2012, SEBI (Intermediaries) Regulation 2008 and Sebi (Prohibition of Insider Trading) Regulation 2015. Assisting in SEBI compliance requirements including Quarterly Compliance Reports, Compliance Test Reports, PPM updates and PPM audits, etc. MCA Filings for the Investment Management Entity: Handled event-based and annual filings of MCA forms (e.g., PAS-6, MSME-1, DPT-3, DIR-12) in compliance with the Companies Act, 2013. Having a prior experience of Managing a Compliance Management Tool (Preferred) and assistance in conduct of Compliance and Risk committee meetings. Monitoring the complaints weekly on Smart ODR and SEBI Scores. Ability to handle internal auditors and statutory auditor to the extent of secretarial and compliance data. Ensuring Quarterly reconciliation of funds holding statement. Maintain and update the various registrations for the Investment Manager and Funds.( FINRA filing, FIU Registration & SAM filing, CKYC Portal). Ensuring compliances in relation to PMLA and circulars issued by SEBI & CERSAI. Ability to handle investor on boarding and sanction screening along with ongoing monitoring of FATFA jurisdictions. Having a basic understanding of operational matters pertaining to set up of Alternative Investment Fund such ISIN Creation for the Funds, Opening and maintaining of Escrow, custodian and Demat Accounts of the Funds. Such other matters as may be assigned from time to time. Preferred candidate profile Minimum 5 years of post-CS qualification experience. Preference for candidates from the BFSI/NBFC industry or those interested in working in this sector. Candidates with an interest in working with public sector companies are welcome.

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

Role Overview: We are seeking a dynamic and experienced professional to lead and execute fundraising activities for our SEBI-registered Alternative Investment Fund (AIF). The role involves engaging with a wide range of investors including HNIs, family offices, wealth managers, institutions, and distribution platforms, with a strong focus on capital raising, investor onboarding, and relationship management. Key Responsibilities: 1. Fundraising & Capital Mobilization Drive capital raise efforts for AIFs (Category I/II/III) across various investor classes. Develop and maintain relationships with HNIs, UHNIs, family offices, private banks, and wealth advisors. Conduct investor presentations, webinars, and roadshows to pitch the fund strategy. 2. Distribution & Channel Development Build and manage relationships with distribution partners, IFAs, and wealth platforms. Negotiate and onboard distributors; provide sales enablement and training. 3. Investor Due Diligence & Documentation Handle end-to-end investor onboarding including KYC, documentation, and subscription agreements. Liaise with legal, compliance, and operations teams to ensure smooth closure of commitments. 4. Investor Relations Act as a key contact for existing and prospective investors. Provide regular fund updates, performance reports, and respond to investor queries. Support in organizing investor meets, quarterly calls, and audits as required. 5. Strategy & Reporting Develop fundraising strategy in coordination with senior leadership. Maintain and track fundraising pipeline, investor status, and commitments in CRM tools. Monitor market trends and competitor activity to refine approach. Required Qualifications: Bachelors degree in Finance, Business, or related field; MBA or CFA preferred. 5-12 years of experience in AIF fundraising, wealth management, or capital markets. Deep understanding of SEBI AIF regulations, private equity structures, and investment products. Proven track record in raising funds from HNIs, family offices, or institutions. Strong interpersonal, presentation, and networking skills. Preferred: Prior experience working with SEBI-registered AIFs (Cat II or III especially). Strong relationships with wealth managers, private banks, or distribution networks. Knowledge of fund structuring, tax implications, and investment lifecycle.

Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

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 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 • 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 Need minimum 3Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact ANUSHA HR-9003875895 Mail-anusha@avaniconsulting.com

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward _ Location-Mumbai,Thane,Ludhiana,Chandigarh,New Mumbai