1447 Aif Jobs - Page 10

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & e...

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.

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key ac...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, ad...

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, E...

As an SAP Central Finance (CFIN) Consultant with 6 to 14 years of experience, you will be responsible for implementing and supporting SAP CFIN solutions that enable real-time financial reporting and centralized processing. You will work with clients to replicate financial data from source systems into a central S/4HANA system, ensuring consistency, accuracy, and compliance. - Lead or support SAP CFIN implementations, including system configuration and data replication - Collaborate with finance and IT teams to gather requirements and design solutions - Ensure seamless integration with source systems (SAP and non-SAP) - Provide training, documentation, and post-go-live support - 2+ years of e...

Role Overview: You are a highly experienced Senior SAP Central Finance (CFIN) Consultant with strong expertise in SAP FICO. Your role at S2 Integrators involves implementing and supporting SAP CFIN solutions, collaborating closely with clients to drive finance transformation initiatives. Key Responsibilities: - Lead end-to-end implementation of SAP Central Finance (CFIN) solutions. - Integrate source systems (SAP ECC, S/4HANA, or Non-SAP) with CFIN using SLT and AIF. - Analyze and map business requirements to SAP CFIN and FICO functionalities. - Collaborate with functional and technical teams to ensure smooth data replication and reporting. - Design and configure FICO processes, including GL...

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

As a General Ledger Master Data Management Subject Matter Expert at Volvo Group Accounting Services in Bangalore, you will play a crucial role in maintaining and managing the General Ledger Master Data. Your responsibilities will include creating and modifying various elements such as Cost centre, Internal Order, WBS Element, Profit Centre, Cost element, GL Account, and their hierarchies. You will also be responsible for performing tasks like CO-PA Maintain Characteristic Values, maintaining derivation rules, AIF Value mapping tables, and Alternate Chart of Accounts. Additionally, you will remove operational barriers, resolve accounting issues, and support your team in complex accounting mat...

Role & responsibilities Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the bank brand through developed functional and behavioural skills. Deli...

Designation : Manager - IFA Channel - B2B Location : Kolkata Salary : Upto 10 Lacs Experience : Min 5 yrs exp in IFA Channel Candidates must be working in AMC / Mutual Funds Company Responsible for Sales for set of IFA's mapped Required Candidate profile Experience - Min 5 yrs experience in AMC(Asset Management Company) / Mutual Funds Co Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel

Identify, prospect, and onboard HNI/UHNI clients for Global PMS. Build relationships with CAs, wealth managers, intermediaries; handle NRI clients. Conduct client meetings, maintain CRM records, share market feedback. Location: REMOTE

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...

Role & responsibilities Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondar...

Urgent Hiring as Investment counselor in Broking company Job location :- Mumbai , Delhi , Noida and Gurgaon Role & responsibilities Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Preferred candidate profile Having a experience into wealth Min 4 Years Having a Good knowledge in PMS product Having a knowledge to Wealth Product Interested candidate please share me your cv at sharvan@getwork....

Audits of compliance with the SEBI AIF Regulations. Internal controls and risk management processes. comprehensive audits of investment banking activities, including underwriting and advisory services. Identify any gaps or weaknesses in controls Required Candidate profile CA with 1+ years of post qualification experience in PMS Audits

Job Summary : Steptrade Capital is seeking an experienced, and results-driven VP - Wealth Management to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor networks, and expanding business footprints. Key Responsibilities : • Identify and approach potential investors including HNIs, UHNWIs, family offices, PE/VC firms, and institutional investors for both listed and unlisted fundraising mandates. • Develop, maintain, and strengthen relationships with distribution partners including Nationa...

- Manage PE/RE fund operations: distributions, drawdowns, fee calculations & unit transfers. - Ensure compliance via KYC audits, PPM reviews, Trustee reports & CRISIL benchmarking. - Maintain MIS for investors, upload documents & track KYC gaps. Required Candidate profile - CA Inter / CA / MBA Finance with 2+ years of experience in Financial services / NBFC and related field is must. - Must have experience in Private Equity, Real Estate funds and Anti-Money Laundering

Opening in Leading Bank Private Banking Group - Bangalore Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management > Sales > Private Banking Group Age : up to 35 CTC up to 22L Job Purpose: Leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct t...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Age 35 Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Office...

Key Responsibilities Lead daily accounting operations for assigned funds, ensuring all investment transactions (purchases, sales, transfers, corporate actions, etc.) are accurately recorded. Perform daily cash, position, and transaction reconciliations with custodians, brokers, and fund managers. Compute and validate daily / periodic Net Asset Value (NAV) of funds, ensuring accuracy and compliance with SLAs. Manage expense accruals, fee calculations (management fees, performance fees), income recognition, and provisioning for other charges. Oversee the handling of corporate actions (dividends, bonus, splits, mergers, etc.) and ensure accurate posting. Review fund-level and investor-level rep...

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management

About the Job : Responsible for ensuring compliance with SEBI (Alternative Investment Funds) regulations, and other applicable laws/ regulatory requirements for category II AIFs. The role involves monitoring funds operations, investor reporting, regulatory filings, and providing guidance to business teams on compliance matters Key Responsibilities Compliance with all regulations pertaining to category II AIF at SEBI, in relation to investment and reporting from time to time to SEBI. Quarterly/ time to time reporting keep the record for audit. Documentation and compliances of investee companies/investors and keeping the record and compliance with investor and investee agreement of AIF CAT II....

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management