1447 Aif Jobs - Page 14

SAP ABAP HANA Extensive knowledge in Reports using object oriented progamming Extensive knowlege in Enhancements techniques - BADIs, Enhancement spots, BTEs, Explicit and implicit enhancements. Must have knowledge in smartforms. Must have knowledge on file interfaces & ALE IDOCs. Must have good knowledge in debugging Good to have knowledge on BTEs, FI substitutions and validations Good knowledge on Workflow & ODATA, adobe forms good to have knowledge in latest ABAP coding paradigm & syntax (7.50+). Good knowledge in RFCs (synchronous & Asynchronous). Knowledge in AIF, CDS, AMDP is added advantage. Basic knowledge in Fiori & its architecture.

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 fo the mapped book. Create an incremental SIP Book Will beresponsible for achieving the New Business development target by reactivating/activating new clients. Ensure all clients are metregularlys 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 don...

Functional Responsibility / Domain Related The role will include following responsibilities: Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the investment products/ themes, wealth management and general markets Continuous engagement with existing clients Detailed quantitative and qualitative analysis on other financial products like MFs, PMS, ULIPs, PE Funds, REITs, InvITs for bespoke assignments Qualitative Research: Qualitative assessment of AIFs based on various parameters like organisation structure, investment and risk management processes, process due diligence of...

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

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...

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...

Company-Motilal Oswal Finance . Exp in Selling MF,SIP, Insurance, PMS,AIF,Client Acquistion, Good AUM Book Size With Regards Aarti Gulia 8287796991 AAR Manpower Service

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 ...

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...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Extensive knowledge in Reports using object oriented progamming Extensive knowlege in Enhancements techniques - BADIs, Enhancement spots, BTEs, Explicit and implicit enhancements. Must have knowledge in smartforms. Must have knowledge on file interfaces & ALE IDOCs. Must have good knowledge in debugging Good to have knowledge on BTEs, FI substitutions and validations Good knowledge on Workflow & ODATA, adobe forms good to have knowledge in latest ABAP coding paradigm & syntax (7.50+). Good knowledge in RFCs (synchronous & Asynchronous). Knowledge in AIF, CDS, AMDP is added advantage. Basic knowledge in Fiori & its architecture.

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed 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 Officers trai...

Looking for Wealth Management profiles (AUM 30Cr+). Role include client acquisition, portfolio review, upselling & cross-selling products (MF, PMS, AIF, Insurance). Candidates with 7+ yrs exp in wealth mgt & proven AUM track record preferred.

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 & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekh...

Role & responsibilities Establish and maintain strong relationships with buy-side traders, fund managers, and other institutional investors, while providing timely and relevant market insights. Contribute to the growth and development of institutional sales, including the arrangement and sourcing of block deals. Coordinate and facilitate interactions between research analysts and clients to provide in-depth perspectives on specific companies. Organize and host investor relations conference calls on behalf of listed companies and clients to communicate management updates. Drive client acquisition initiatives while ensuring the effective servicing and retention of existing client relationships...

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 again...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

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 & responsibilities: Acquisition and on-boarding of clients keen to invest in business. Understanding business expansion strategies. Understanding investor's area of interests and executing plans to on-board investors, cultivate profitable investor relationships. Resolve investor complaints quickly and effectively with an aim to preserve investor's interests. Entrepreneurship models: Identification and on-boarding of valued fund aggregators in rural and semi-urban geographies, achieving individual targets in the portfolio. Direct sales vertical: Effectively managing end to end investor lifecycle during the active tenure of the clients. Coordination with backend support team for excellent...

As an experienced SAP consultant, you will be responsible for delivering SAP Central Finance solutions and providing support in data replication, mapping, troubleshooting, and issue resolution. Your key responsibilities will include configuring SAP to meet business requirements, monitoring data flow, conducting integration testing, and offering user support. Additionally, you will work on process improvement, documentation, performance metrics, and reporting. Qualifications required for this role include: - 4 to 8 years of consulting experience with at least one rollout project executed - Expertise in Central Finance support, with an added advantage if you have worked in S4 - Strong hands-on...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

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 ag...