549 Aif Jobs - Page 16

Designation - Branch Manager Location - Rohtak Ctc - Upto 7 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

Roles and Responsibilities Develop new business opportunities through lead generation, client acquisition, and relationship management. Identify potential clients and develop strategies to approach them for sales pitches. Build strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams (sales, marketing) to create effective sales plans and campaigns. Analyze market trends and competitor activity to stay ahead in the industry.

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 Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company'

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Mumbai 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 Maintaining relationships with partners to generate business Regards, HR Team

Advising HNIs client in their Wealth Management and Financial Planning Required Candidate profile A candidate should have basic understanding about the Mutual Funds, Direct Equity, PMS, Private Equity. Freshers can apply too Perks and benefits HEALTH INSURANCE, TRAVELLING,YEARLY BONUS

Skill SAP CFIN ( Central Finance). Please find the JD below. Deliver SAP Central Finance solution on support Data Replication and Mapping Troubleshooting and Issue Resolution Data Flow Monitoring and Verification Configure SAP to meet the business requirements. Integration Testing and User Support Process Improvement and Documentation Performance Metrics and Reporting Qualifications 4 to 8 years of consulting experience in support and must have executed one rollout projects Must have experienced in Central Finance support and added advantage if he/she worked in S4 Strong hands-on configuration and design skills Experience with AIF, SLT and error monitoring tools of CFIN Able to collaborate with clients and have a strong desire to excel and be committed to gaining exposure to multiple industries while further developing your career Good communication skills both written and oral. Must be a Team player (Raises issues/concerns and seeks meaningful resolution) Strong sense of ownership and accountability of tasks with attention to detail

Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore and above investable surplus. Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Customers Success is Our Success. Functional Competencies: Macro Market & Economy Understanding Expert Level Understanding on Financial Products / Asset Classes Financial Planning / Portfolio Management Selling Skills / Customer Acquisition Valid Mandatory Certificates as per regulatory requirement/s

Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement necessary changes. Design and implement policies and procedures to streamline operations and improve the effectiveness of deliverables Preferred candidate profile Excellent client relationship and communication skills. Change management. Empowers others to self-organize. Ability to work under pressure and manage multiple priorities effectively. Proficiency in Advanced Excel & Presentation. Interested candidates can share their resumes to: nasarhussain.m@camsonline.com

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Email- karan@contactxindia.com Contact- 8859766816 Relationship Manager: candidates should be from broking, Banking,Mutual funds, insurance any financial service, Wealth Management It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. MF, Insurance, PMS, Structure Products Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile

JD: Deliver SAP Central Finance solution on support Data Replication and Mapping Troubleshooting and Issue Resolution Data Flow Monitoring and Verification Configure SAP to meet the business requirements. Integration Testing and User Support Process Improvement and Documentation Performance Metrics and Reporting

Role & responsibilities Dealing with Ultra HNI Clients . Cross Sell the products . 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. Preferred candidate profile

Designation - Branch Manager Location - Alwar Ctc - Upto 7 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

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Required skills and qualifications BA bachelor's degree in finance, economics, business administration or a related field. 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. NISM V-A MF Certified. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

Opening with a leading Broking company for their office in Mumbai Role: AIF Analytics - CA Fresher Qualified Experience: 0 to 5 Key Roles & Responsibilities: Developing benchmarks and benchmarking analytics for Alternative Investment Funds (AIFs). Lead the development and publishing of Standard and Custom Nifty Alternative Investment Fund (AIF) Reports Responsible for managing existing and new data points for AIF database, liaising with AIFs to clarify their queries Calculating metrics (IRRs, multiples etc.), determining and calculating other relevant metrics to give clients greater insights going forward Publishing output and analysis in Standard reports Create custom reports for select AIF clients Getting required applications developed by working along with IT team and business team Required Skills: Passion for capital markets and understanding of Indian financial and securities markets Basic knowledge of domestic and global financial products specifically AIF products, market trends and requirements Strong Analytical skills and attention to detail Good oral and written communication and presentation skills Innovative and solution orientation. Open to new ideas and initiatives Ability to deliver quality output under stringent timelines with minimal supervision Result orientation, Strong Team Player Progression towards CFA/FRM is an added advantage Basic knowledge of SQL/Python is an added advantage Basic knowledge of SQL/Python is an added advantage Educational Requirements: MBA / PG Specialised / CA / CFA Interested candidates share resume at komal@topgearconsultants.com

Essential Duties and Responsibilities: Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets: Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers

Customer Relationship Executive About us: Myalternates is Indias leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology. Myalternates is powered by PMS Bazaar - ’ .1 , which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard. Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelor’s or Master’s degree) Role & responsibilities Preferred candidate profile

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

*Position:* Relationship Manager CEC *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service.

Drive sales by acquiring HNWI/UHNWI clients and offering tailored investment solutions. Ensure portfolio performance, compliance, and exceptional client service across financial products.