549 Aif Jobs - Page 10

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Location- Kolkata,Ahmedabad,Mumbai,Surat,Bengaluru,Hyderabad,Chennai, Pune,Jaipur, Chandigarh, Delhi, NCR, Vadodra Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

1) Drive a team of wealth manager to 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) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • 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 secondary market trends. • Update self-regarding all schemes, products and solutions by regularly attending trainings. • Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: • Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. • Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals • Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • Social/Interpersonal Skills: have excellent socializing and relation building skills. • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • Should be a confident individual and must conduct and present themselves well in front of client • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • Should always identify opportunities for greater profit

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role & responsibilities Direct Responsibilities 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. 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. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

Job description Position - Senior Relationship Manager/Relationship Manager - Direct Channel Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Location- Delhi/NCR, Noida, Faridabad, Vaishali, Ghaziabad

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile. To meet the revenue and product mix targets. Give clients personalized advice.

Job Title: MS Dynamics 365 F&O Functional Lead Location: Bangalore / Hyderabad - HYBRID Employment Type: Full-Time / Permanent Minimum 8 years hands-on experience in Microsoft Dynamics 365 Finance & Operations Excellent Communication Skills: verbal, listening and written. Experience in customer facing service role in any capacity. Interpersonal and collaborative skills proven through work experience. Passion for continuous learning - personal and professional development Research, Problem Solving and Troubleshooting Skills Logical thinking and demonstrating use of available tools & resources. Experience in the following areas is required: Financial Processes Understanding: In-depth knowledge of financial management processes including general ledger, accounts payable/receivable, fixed assets, budgeting, cash flow management, financial reporting, and compliance. Dynamics 365 Finance Modules: Expertise in Dynamics 365 F&O finance modules such as General Ledger, Accounts Payable, Accounts Receivable, Cash and Bank Management, Fixed Assets, Budgeting, and Expense Management. Configuration and Customization: Ability to configure and customize finance modules within Dynamics 365 F&O to align with specific business needs, including chart of accounts setup, financial dimensions, tax setups, etc. Financial Reporting and Analysis: Proficiency in creating financial reports, statements, and analyses using tools like Management Reporter, Power BI, or built-in reporting capabilities in Dynamics 365 Finance. Budgeting and Forecasting: Skills in setting up budget planning, forecasting, variance analysis, and monitoring financial performance against planned budgets within Dynamics 365 Finance. Compliance and Regulatory Standards: Ensuring compliance with financial regulations and standards (such as GAAP, IFRS) and managing documentation related to financial compliance within Dynamics 365 F&O. Fixed Asset Management: Understanding fixed asset accounting, depreciation methods, asset tracking, disposals, and managing fixed asset lifecycles within Dynamics 365 Finance. Bank Reconciliation and Cash Management: Managing bank transactions, performing bank reconciliations, cash forecasting, and optimizing cash flow management processes within Dynamics 365 Finance. Multi-Currency and Multi-Company Management: Handling financial operations involving multiple currencies, managing intercompany transactions, consolidations, and financial reporting across multiple entities. Integration with External Systems: Proficiency in integrating financial data with external systems such as banking systems, third-party payment gateways, financial planning tools, etc. Security and Audit Trails: Implementing security measures, role-based access control, maintaining audit trails, and ensuring data security and privacy within financial operations. Troubleshooting and Support: Proficiency in diagnosing and resolving issues, applying technical skills to ask for and read trace files to perform root cause analysis, and technical skills to effectively troubleshoot complex application logic in a cloud hosted ERP system. Service Industries: Project Management accounting Project sales and procurement processes, Pricing and costing, Project Management, Resource management, time and expense entries, service management, intercompany process and project budgeting Human Resources: Organizational structures, worker information, Establish and monitor absence policies, manage worker competencies, Recruit workers and track applicants, trainings. Electronic reporting: General knowledge, legal requirements that need this functionality, Configuration, design, components, formulas. Localizations: Strong knowledge about legal financial requirements for the supported countries related to tax, bank, accounting, reporting. Experience with legal texts and filling legal reports. If this role matches your experience and aspirations, apply now to be part of a growing and dynamic team!

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates. • Develop customized training modules tailored to the audience's needs. Content Development: • Create and update training materials, presentations, and resources in line with industry trends and organizational goals. Performance Assessment: • Evaluate the effectiveness of training programs and identify areas for improvement. • Provide constructive feedback and coaching to participants. Industry Expertise: • Stay updated with SEBI regulations, market trends, and mutual fund innovations. • Share insights to help advisors make informed decisions for their clients. Qualifications: • Proven experience as a mutual fund advisor or in a training role within the mutual fund industry. • In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines. • Excellent communication and presentation skills. • Strong analytical and problem-solving abilities. • Ability to inspire and motivate teams. Preferred Skills: • Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable. • Proficiency in training tools and technology.

Here is the job description Title: Business Channel Manager Locations: Bengaluru, Chennai and Coimbatore Full-Time Responsibilities: Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices. Introduce MF / PMS / AIF solutions products basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactively sharing market updates, trends and other information. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Essential Skills: Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. Good knowledge of financial products. Consistently exceed the clients expectations by being dedicated and passionate. Excellent communication skills and a strong executive presence Education: MBA Finance (Full Time) or CA or CFA or CFP

Job Summary: We are seeking a " Compliance Officer" particularly within the financial services of AIF & PMS sector. The candidate will be responsible for ensuring that all legal operations of the fund comply with regulatory requirements and internal policies. Key Responsibilities: Monitor and ensure compliance with SEBI regulations, RBI guidelines, and other applicable laws governing AIFs. Develop, implement, and update compliance policies and procedures to reflect regulatory changes and industry best practices. Conduct regular compliance risk assessments and internal audits to identify potential risks and recommend corrective actions. Design and deliver compliance training programs for staff to foster a culture of compliance within the organization. Prepare accurate and timely compliance reports for management and regulatory authorities, ensuring timely submission and accuracy. Act as the primary liaison with regulatory bodies and internal stakeholders on compliance matters, addressing inquiries and issues as they arise. Utilize technology and data analytics to enhance compliance monitoring processes and reporting accuracy. Qualifications: Masters degree in Business Administration, Finance, Law, or a related field, or a Company Secretary qualification. Minimum of 5 years of experience in a compliance role, preferably in the AIF & PMS. Strong knowledge of regulatory frameworks applicable to AIFs & PMS and related compliance requirements.

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 investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location - Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai , Chennai, Hyderabad, Bangalore, Delhi, Kolkata.

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 accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

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 / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ 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. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

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) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients 6) Constant efforts on direct databases for activation / reactivation / retention of clients 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corporate FD, Insurance, PMS - Portfolio Management Services, AIF, Equity Advisory, Location - Surat, Ahmedabad, Chennai, Bangalore,Hyderabad, Mumbai, Trivendrum, Delhi, Vadodra, Kolkata, Pune

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 & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls 8) Coordinate with Third Party Product Manufacturers, and all the stake holders 9) Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location - Kolkata, Ahmedabad, Surat, Mumbai, Bangalore, Hyderabad, Chennai, Telangana, Delhi, Pune, Jaipur, Vadodra

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI / UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios 9) To coordinate with product and research team for taking investment decision for the clients 10) To conduct and assist in organizing seminars, workshops and other business development activities Candidate Profile 1) An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

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) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to interpret business information Work experinnce: 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. Location - Mumbai , Chennai, Bangalore, Hyderabad, Telangana, Mumbai, Delhi, Kolkata, Ahmedabad, Kochi, Trivendrum, Coimbatore, Pune, Indore, Vadodra

1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives. 6) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 7) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 8) Send news and market related inputs & reports to the clients. Work experince: 1) Minimum 5 to 12 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. 75 Cr _

Role & responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can send CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258