1444 Aif Jobs

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Role & responsibilities To up sell ICICI Prudential 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 ICICI Prudential 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 Certifie...

Role & responsibilities 1. Critical Responsibilities: Acquire NTF (New to the Firm) clients and generate revenue for us. Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients. Offer wealth advisory services to clients. Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds. Analyze financial information of clients to determine strategies for meeting their financial objectives. Monitor financial market trends to ensure that client plans are responsive. Achieve targets based on acquisition and revenue generation through investment products. Responsible for business development through the acquisitio...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

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 Coimbatore Week off - Sunday

This is regarding opening with a leading Investment Advisory Firm as an AVP/VP- Compliance /Finance/Operations AIF category 3 Designation: AVP/VP- Compliance/Finance /Operations AIF category III Experience: 6 to 15 years of work experience in Compliances, Operations and Accounts of AIF 3 and the Investment Location: Mumbai/Gurgaon/Anywhere in India Job Role: Finance & Accounts (Indian Entity) Manage accounts, billing, audit, invoices, taxes, salary processing, banking, and treasury operations with support from external vendors. Prior exposure to transfer pricing and POEM (Place of Effective Management) will be an added advantage. Compliance & Governance (Indian Entity) Ensure timely completi...

We are looking for a skilled Dynamics AX Technical Consultant with 4 to 15 years of experience. The ideal candidate will have expertise in Dynamics AX end-to-end implementations, D365 FO, C++, Azure DevOps, and other relevant technologies. This position is available in Bangalore, Hyderabad, Chennai, Pune, Gurugram, and Greater Noida/Kolkata. Roles and Responsibility Design and implement Dynamics AX solutions for clients. Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain technical documentation for Dynamics AX projects. Provide training and support to end-users on Dynamics AX applications. Troubleshoot and resolve technical issues re...

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 w...

Managing daily operations of AIF Funds and coordinating with the fund administrator support the day-to-day accounting and oversight of the SEBI registered Alternate Investment Funds and other funds and Special Purpose Vehicles in various jurisdiction

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

Hello, We are hiring for SAP ABAP HANA Consultant Exp - 5+ Years Location - Pune Notice period - Serving or Immediate Joiners Only. Role SAP S/4HANA ABAP Experience Range 5 - 10 years Search Criteria Experience More than 5 Years Projects 2 Green Field Implementations & 2 Migration / Conversion Projects Skill Set S/4HANA ABAP, Restful ABAP, ODATA, AIF, ATC, Adobe Form, CDS, Interfaces, Fiori/UI5 Full Stack Developer & Workflow Technologies S/4HANA ABAP, CDS & Fiori/UI5 Full Stack & Workflow Good-to-have skill • Two end-to-end S/4HANA ABAP development projects. • Two end-to-end S/4HANA CDS and Fiori development projects with Full Stack development. • To be conversant on handling Migration & co...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 AMC 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 prod...

Key Responsibilities Assist in maintaining accounting records for multiple investment funds. Coordinate with fund administrators, auditors, and tax consultants. Maintain proper documentation for fund transactions and compliance records.

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

Hi, Greetings from AVANI ConsultingWe 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, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...