1447 Aif Jobs - Page 13

Looking for Wealth Relationship Manager 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 client. 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 a...

Job Opportunity for Associate Director- RM with MNC Bank 9 years-18 Years of exp into sales of Wealth products AUM mandatory This will be an Individual Contributor Role Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Need candidate with Private Bank experience.

Location : PAN INDIA HCL ( Except Gurgaon Kolkata ) Ability to Lead offshore & work with Onshore teams effectively in a diverse environment Identifyclient organization's strengths and weaknesses and suggest areas of improvement. Review requirements/specifications in business processes and recommendations with proposed solution. Develops& Unit Testfunctional specifications and system design specifications for client engagements. Lead the developers along with ownership to develop and deliver the bug free work packages Works with client personnel toidentifyrequired changes and Manages client expectations effectively ifrequired Communicates needed changes to team and reviews. Assistsin the faci...

Individual PBG Targets across TPP (40%). Ensure targets given at the absolute level are met,

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Work Location: Anywhere in India Base Job Location : Gujarat Experience: 2 - 8 years Employment Type: Full-time About Client Our client is a fast-growing investment advisory firm helping clients build wealth through strategic financial planning. Theyre expanding our team and looking for dynamic Sales Executives who are passionate about finance, client success, and high-performance growth. Role Overview As a Sales Executive, youll be the face of Rising Capital Group—engaging with potential clients, understanding their financial goals, and offering tailored investment solutions. This is a consultative sales role with strong growth potential and performance-based incentives. Key Responsibilitie...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF 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 MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Role Overview: Planify Capital is a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products. We connect investors with promising private companies and help them tap into early-stage equity opportunities before they list on the stock exchange. We are seeking a highly motivated and knowledgeable Private Equity Advisor to join our investment team. The ideal candidate will be responsible for identifying, evaluating, and advising clients on private equity investment opportunities. You will work closely with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. ...

Were Hiring! for Gurgaon for one of the leading investment firm Role: Manager – Finance, Accounts & Taxes Experience: 6-10 years Location: Gurgaon (Work from Office | 5 Days a Week) Are you a finance professional with a strong grasp of accounts, compliance, taxation, and treasury management? We’re looking for someone who can independently manage financial operations for our Indian entity — with the support of external vendors. Key Responsibilities: Manage accounts, billing, audits, invoices, salary processing, taxes & banking Oversee compliance, board resolutions & audits Coordinate with vendors for POEM, Transfer Pricing matters (a plus!) Exposure to AIF Category III funds is highly desirab...

Role & 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 / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions. Should have a good knowledge and understanding of equity and debt market and wealth products. Perks Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contes...

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...

Roles and 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 secon...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

To Bulild relationships with Independent Financial Advisors (IFAs), driving sales and achieving targets. Key responsibilities include: building strong partnerships, providing product knowledge, and developing strategies to maximize business growth. Required Candidate profile Proven track record of developin strong relationships with IFA, achieving sales targets, & providing expert financial advice. Skilled in portfolio management, investment planning & wealth management.

Compliance Officer - GIFT IFSC Regulations: IFSCA (Fund Management) Regulations, 2022 & KMP Eligibility Guidelines 1. Educational Qualification (tick one) Professional qualification (CA / CS / CWA / CFA / FRM / equivalent) Postgraduate degree or PG Diploma (1 year) i Bachelors in Law (LLB) 2. Experience Requirement Minimum 3 years experience in securities / financial services in one or more of: Portfolio or fund management Investment advisory Broker-dealer activities Investment banking CRA / MII / Regulator (SEBI, RBI, IFSCA, etc.) Consulting in the above (max 2 years counts) 3. Location & Appointment Candidate is based in GIFT IFSC or willing to relocate To be appointed as an additional Key...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years Sales and Relationship Building HNI / UHNI Client Acquisition

Looking for Wealth Relationship Manager 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 client. 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 a...

Looking for Wealth Relationship Manager 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 client. 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 a...

Looking for Wealth Relationship Manager 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 client. 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 a...

Looking for Wealth Relationship Manager 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 client. 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 a...