1447 Aif Jobs - Page 19

Job Summary: We are looking for an experienced and dynamic Product Sales Officer with excellent command in communication. The candidate will be responsible for client outreach, explaining our AIF (Alternative Investment Fund) offerings, and supporting the business development team. Key Responsibilities: • Ensure liaison with prospect distributors who are ready for empanelment • Managing relations with distributors and advisors over calls from the corporate office • Training employees and distributors/advisors periodically • Provide regular market updates and fund performance to all stakeholders • Assist distributors for client closure via online video calls/meetings Requirements: • Minimum 3...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...

Job Title: AVP Sales Department: Sales & Business Development (Securities / Financial Markets) Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred) Job Summary We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments. Key Responsibilities Lead, mentor, and manage the sales team to achieve revenue and growth targets. Develop and execute strategic plans to expand ...

Bajaj Capital Ltd is currently hiring for / . across the entire covering / with minimum of of experience. -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

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. Contributing Responsibilities To acquire new clients and activate them with asset collection. ...

You will be the principal trusted advisor and revenue driver for mutual fund and AIF distribution in your territory, working independently to grow our business through deep client relationships and channel development. Drawing from industry norms for IC roles in mutual fund distribution, your responsibilities include identifying, approaching, and developing a network of mutual fund distributors, RIAs, banks, brokers, and institutional clients. You will leverage your network to maximize reach and execution. Additionally, you will strategize and execute distribution for the recently launched AIF, including outreach to HNIs, family offices, and institutional investors. Driving sales through roa...

Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way youd like, where youll be supported and inspired by a collaborative community of colleagues around the world, and where you ll be able to reimagine what s possible. Join us and help the world s leading organizations unlock the value of technology and build a more sustainable, more inclusive world. Your Role Lead SAP CFIN implementations in S/4HANA. Integrate SAP/non-SAP systems with real-time replication. Configure SLT, AIF, and MDG for data and error handling. Support centralized reporting, master data, and audit readiness. Your Profile 614 years of experience in SAP Finance, with strong ...

Direct Responsibilities : 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 clie...

About The Role Project Role : Application Developer Project Role Description : Key ResponsibilitiesWell versed with SAP HANA concepts and good understanding of ABAP RICEFW objects Involve in Technical Specifications, Develop, Unit test, code review for custom/enhanced functionalities. Actively involved in technical analysis/design. Trouble shoot for technical solution.Prepare cutover strategies and issue resolution. Assist and mentor other team members in developing and enhancing SAP skills Technical ExperienceMust have SAP ABAP S/4 HANAMust have IDOCS, Workflows, AIF and OOPS & Syst Must have skills : SAP ABAP Development for HANA Good to have skills : NA Minimum 7.5 year(s) of experience i...

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

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 ...

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Hiring!! Looking for- HNI Relationship Manager:- Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financial markets and in advisory products / services in particular. Functional / Technical Skills 1. Good Knowledge of capital mar...

Responsibilities: * Manage HNIs' wealth through mutual funds, PMS & investment products * Acquire new HNI clients with expertise in AIFs & financial advisory services Health insurance Annual bonus Provident fund Performance bonus

Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities SR.CEC & TL -CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets s...

Opportunity for Lead Internal Audit (Mutual Fund) with an Leading AMC for Prabhadevi Purpose of this role is to develop and manage execution of the Audit Strategy and Plan for Mutual Fund business covering all areas across products, sales and distribution, investments, fund accounting and custodial services, risk management, compliance and other corporate / control functions. Objective is to provide timely and quality, independent and objective assurance on adequacy and effectiveness of risk management and controls across key risks including Legal and regulatory compliance risk, Financial crime risk, Operational risk, Third party /Outsourcing risk, Market and Liquidity risk, Financial risk, ...

The Branch Manager is responsible for overseeing the daily operations of the branch, ensuring excellent customer service, achieving sales targets, managing staff, and maintaining compliance with company policies and regulations. This role requires strong leadership, strategic planning, and excellent communication skills to drive branch growth and profitability. Role & Responsibilities - Manage and supervise the overall branch operations to ensure smooth and efficient functioning. Lead, motivate, and develop the branch team to achieve sales goals and deliver high-quality customer service. Develop and implement branch strategies to meet or exceed business targets. Ensure compliance with compan...

JOB OVERVIEW: The incumbent will be part of the risk team and responsible for Credit Risk & Structuring for Real estate sector such that it aligns with the broader risk appetite and objectives of the group QUALIFICATION: MBA from top B-school (full-time) and/or CA preferred EXPERIENCE: 3-5 years of experience across Banks / NBFCs / AIFs in handling Credit Underwriting of real estate sector. Understanding of Industry, financial & credit principles. Strong understanding of financial modelling and analytical skills. Ability to be a self-starter and think strategically to independently handle the credit analysis for the assigned deals / portfolio and highlight the risks in same. Maintain healthy...

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 Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stabili...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book 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), LAS, IPO, Insurance. 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 7) information & recommending portfolios. 8)...

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...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book 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), LAS, IPO, Insurance. 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 7) information & recommending portfolios. 8)...