327 Aif Jobs

Investment Associate - Family Office / AIF Location Noida / Gurgaon-Noida (combination) Experience 3-4 years Preferred Qualifications MBA / CA Role We are looking for an investment professional to join the Family Office of the CEO of Paytm. The selected candidate will work closely with the Promoter and senior stakeholders to manage a SEBI-registered AIF, drive new investments, and oversee fund operations. Key Responsibilities Investment Execution & Portfolio Management Identify, evaluate, and execute investments across early-stage and growth opportunities. Support deal structuring, documentation, and transaction closure Monitor portfolio companies, assist in reporting, and performance dashboards Work with the family office on treasury allocation, secondary deals, and direct investments Fund Operations Coordinate with fund stakeholders, legal counsel, tax advisors, and auditors. Oversee compliance and regulatory filings under AIF regulations. Track capital calls, investor communication, and fund accounting in collaboration with the designated team. Desired Profile 3-4 years of relevant experience in an AIF, VC fund, PE fund, or investment advisory. Strong understanding of AIF regulatory framework and fund structures. NISM AIF certification preferred (or willingness to obtain). Excellent financial modeling, presentation, and communication skills. Entrepreneurial mindset with a hands-on and proactive approach.

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

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH. Location : Delhi,Bengaluru,Mumbai,Hyderabad,Chennai,Kolkata,Ahmedabad

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. 9) Minimum 7 Years of experience ) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 10 ) Existing Relationship Manager - Wealth Management/ Pvt Banker 11) Having AUM of Min Rs. 50 Cr _ Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore,Trivendrum , Vadodra, Delhi, NCR

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer BurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 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 _

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. 9) Minimum 7 Years of experience ) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 10 ) Existing Relationship Manager - Wealth Management/ Pvt Banker 11) Having AUM of Min Rs. 50 Cr _ Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore,Trivendrum , Vadodra, Delhi, NCR

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

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 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 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 Locations : Kolkata,Mumbai,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore, Trivendrum , Vadodra, Delhi, NCR

Existing Relationship Manager - Wealth Management/ Pvt Banker, Having AUM of Rs. 50 Cr to Rs.200 Cr , Minimum 7 Years of experience. Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 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 Locations : Kolkata,Mumbai,Ahmedabad,Chandigarh,Bengaluru,Hyderabad,Coimbatore,Chennai,Pune,Jaipur,Indore, Vadodra, Delhi, NCR, , Kerala

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.

Experience in channel partner management in financial services in PMS or AIF. Must have an existing network of active channel partners Experience in delivering business through relationship-based selling. Based in Mumbai / Ahmedabad.

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships 9. Keep abreast of the market news, financial trends and current affairs 10. To attend post result concals, analyst meets for improved client servicing SKILLS & KNOWLEDGE 1. Graduate / Post graduate with 3 to 8 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Please find the JD below. 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

Why this role? Design end-to-end BTP landscapes, steer RISE-with-SAP deals from workshop to contract, and mentor a growing squad of cloud engineersall inside an AI-focused scale-up backed by global F500 logos. What you’ll own • Architect secure, scalable integrations across S/4HANA, SuccessFactors, Ariba & 3rd-party SaaS using Integration Suite, Event Mesh and API Mgmt. • Lead cloud-native extensions via CAP/RAP, Fiori & Kyma; champion Clean-Core principles to keep landscapes upgrade-ready. • Front presales cycles—run discovery workshops, prototype PoCs, craft RFP win-themes and present C-level roadmaps. • Publish thought-leadership (webinars, blogs) on BTP, AI Core and DataSphere. Must-have (apply only if) • 8-16 yrs SAP hands-on, incl. 4+ yrs architecting BTP solutions and owning presales closures 50 Cr. • Deep expertise in CPI, OAuth/JWT/SAML, multi-cloud (AWS/Azure/GCP). • Proven storyteller—can whiteboard and convince CIOs. • Notice 45 days; willing to relocate / commute to Hyderabad Nice-to-have • BTP Extension / Integration certs; exposure to AI/ML services on BTP. • Experience with RISE methodology and Clean-Core accelerators.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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 can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Skill SAP CFIN ( Central Finance). Please find the JD below. 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

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies to provide seamless access to other products 7. Maintains complete relationship record for assigned customer accounts Job requirements: 8.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/Post Graduate - 8 years of experience with AMFI / IRDA

Upsell MF products to Retail/HNI clients and generate leads through referrals. Meet sales and revenue targets across product mix Profile clients and offer tailored financial solutions Deliver top-tier service and investment advice to HNI/UHNI clients Required Candidate profile Mutual Fund, PMF, AIF products Act as a single point of contact for assigned customers. Preferably NISM certified with experience in mutual fund sales and HNI relationship management.