1447 Aif Jobs - Page 12

This is regarding a Job Opportunity for leading Bank Designation- Product Manager- Investment Product Distribution- Mutual Funds Experience- 5-10 Years Location- Gandhinagar, Gujarat Key Responsibilities: Evaluate and onboard investment products across Mutual Funds, Insurance, AIFs, and PMS by engaging with AMCs/Fund Houses. Conduct product due diligence, prepare product notes, and ensure compliance with internal and regulatory standards. Present product proposals to the Investment Committee and secure necessary approvals. Collaborate with product manufacturers for structuring, documentation, and performance updates. Act as the bridge between product providers and the business/sales teams, e...

Role Overview: Individual contributor responsible for driving business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in the Mumbai region. Role & responsibilities Build and manage strong IFA/MFD relationships to grow business. Onboard and empanel new distributors. Conduct joint client meetings and ensure smooth operations. Share market insights with Product and Investment teams. Ensure full compliance with regulatory norms. Preferred candidate profile MBA/Postgraduate with 9 -10 years of experience in financial services. Proven experience in managing IFAs/MFDs. Knowledge of AIFs, PMS, and equity markets. Strong communication and relationship management ski...

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

Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Inv...

Role & responsibilities A. Self-Sourced Investment Sales Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels. Conduct comprehensive financial assessments, risk profiling, and product suitability analysis. Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid). Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling B. Dealer Support & Assisted Sales Partner with broking dealers to identify clients with investment potential. Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and clo...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc 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 va...

Maintain regular communication with Fund Accountants for reconciliations in Tally. Coordinate and support audit processes, including communication with auditors. Liaise with RTA, tax, legal, and other external consultants for smooth operations.

Role: Executive Alternative Services (Job Grade: Executive) Location: Turbhe Roles & Responsibilities: Ensure the accuracy and integrity of data entered into the system through comprehensive quality checks. Confirm the validity of cheques by reviewing scanned images and provide verification for banking processes to the front offices. Support the Processing Officer by generating reports and letters, coordinating with various organizations, reconciling transactions, and handling non-financial requests. Analyze and correct errors to maintain a transaction processing error rate of 0.5% or lower across all tasks. Organize, categorize, and scan documents as needed. Send out account statements and ...

Its never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that. We have an exciting opportunity for you to join our team as AVP - Business Development - Private Equity . Reporting to the Managing Director– India and Mauritius , this full-time and permanent position is b...

We are seeking a highly accomplished professional to lead our AIF Category (III), Asset Management division. This leadership role is responsible for defining investment strategies, managing fund performance, and driving growth through innovative investment approaches while ensuring compliance with SEBI regulations. Key Responsibilities Develop and implement robust investment and trading strategies such as long / short, macro investing for AIFs across category (III), ensuring superior risk-adjusted returns. Oversee portfolio construction, asset allocation, and performance tracking to maximize investor value using systematic approaches. Identify high-potential investment opportunities, allocat...

PositionManager Hiring Grid MaxLocation Open Position Investment Portfolio CounsellorGopal Lakhotia 1st Round - Regional Heads 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: Private 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 ...

This is regarding opening with a leading Investment Advisory Firm as an AVP/VP- Compliance category 3 Designation: AVP/VP- Compliance category III Experience: 6 to 15 years of work experience in Compliances, Operations and Accounts of AIF 3 and the Investment Location: Mumbai/Gurgaon/Any where 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 completion of statutory compliances, board resolutions,...

Role Overview: The Principal Officer will lead investment management, compliance, and operations for the Fund Management Entity (FME) at GIFT IFSC. This role demands strong expertise in AIFs, fund structuring, regulatory compliance, and cross-border investment management, with a focus on delivering superior investment outcomes and ensuring seamless business operations. Key Responsibilities: Fund & Investment Management : Manage Category I, II, and III AIFs, including portfolio construction, risk management, and investor onboarding. Develop and execute investment strategies, conduct market research, and evaluate investee funds/managers. Act as Fund Manager for domestic and global schemes; ove...

Role Overview: The Compliance Officer will be responsible for ensuring end-to-end regulatory compliance for Alternative Investment Funds (AIFs) and IFSCA-registered entities. This role involves managing regulatory filings, reviewing fund documents, liaising with regulators, and implementing robust compliance frameworks in line with SEBI, IFSCA, SEZ, FEMA, and global AML standards. Key Responsibilities: File new AIF scheme applications with SEBI and coordinate responses to regulatory queries. Review fund documents including PPMs, Contribution Agreements, Trust Deeds, IMAs, NDAs, Side Letters, and Investment Agreements. Monitor compliance of Category II Feeder PE Funds and Real Estate Funds, i...

Role & responsibilities We are seeking a highly accomplished professional to lead our AIF Category (III), Asset Management division. This leadership role is responsible for defining investment strategies, managing fund performance, and driving growth through innovative investment approaches while ensuring compliance with SEBI regulations. Key Responsibilities Develop and implement robust investment and trading strategies such as long / short, macro investing for AIFs across category (III), ensuring superior risk-adjusted returns. Oversee portfolio construction, asset allocation, and performance tracking to maximize investor value using systematic approaches. Identify high-potential investmen...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Role & responsibilities: 1: Job purpose statement: To assist Lead Company Secretary and Head-Compliance in handling secretarial activities of wealth management companies, compliances of Companies Act 2013, SEBI LODR, SEBI NCD Regulations, other applicable SEBI Regulations and RBI mandated secretarial compliances as applicable to NBFCs and HFC. 2: Duties & Responsibilities: • Independently drafting the agenda and prepare Minutes of Board meetings, General meetings & various Board Committees. • End to end responsibility and ownership for task assigned e.g. Board / Committee Meetings. • Independently handle work related to rights issue of shares. • SEBI LODR compliances and filings with stock e...

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

Job Summary: You will work closely with the senior compliance / legal team to handle secretarial and regulatory tasks, with a focus on AIF compliance, SEBI filings, GIFT City / IFSC regulatory obligations, and corporate governance matters. This is a learning role intended to build foundational strength in fund / securities compliance and governance in a dynamic asset management environment. Key Responsibilities: Assist in AIF compliance: preparation, review, and filing of documents required under SEBI AIF regulations (Category I, II, III) and other applicable regulations. Support filings / disclosures / regulatory interactions with SEBI, IFSCA (for GIFT City / IFSC operations), ROC, MCA, etc...

Development of Audit Strategy and Plan :- Execute audit strategies for identification and assessment of various key risks in Mutual Fund functions and current maturity level of controls in these functions. Execute audit plans based on risk assessment and regulatory framework; ensure use of advanced integrated auditing concepts and extensive use of technology and data analysis for achievement of the audit objectives Network Security/ Information Security Audits (~10+) Conduct Data Security review (~200+ major customer data sensitive applications / processes Execution of Audit Strategy & Plan:- Effective management and execution of the audit plan in accordance with the Policies, Procedures, Le...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad 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 products Ma...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.