549 Aif Jobs - Page 19

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

The role would require to train, enable and influence branch team to sell investment products – MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Excellent communication, presentation and relationship management skills. Preferred industry back ground: Wealth Management, Banking, Investment Counselling Call @ sania-8904572159/9113961458

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 AIF Product Sub-Head - Legal . Reporting to the General Counsel- India and Mauritius this full-time and permanent position is based in Mumbai, India and offers regional coverage, allowing you to make a significant impact to our legal and its’ growth. Key responsibilities: Drafting, vetting and execution of Transaction Documents within the timelines as defined in Legal SOP for Securitisation, Private Equity & Venture Capital Funds, Alternate Investment Fund and Investment Funds, ESOP, Employee Welfare Trust and other products. Transaction due diligence and legal compliances. Drafting and vetting of transaction documents ,providing advisory support and Actively providing legal insight on onboarding and ongoing transactions. End to end managing AIF fund set up and Advice on legal structures for Onshore and offshore Fund to internal teams and external client teams including discussion with client legal in matters of drafting and structure evaluation, commercial risks, including regulatory changes, and contributed to risk mitigation strategies for client portfolios. Developing standardized documentation and the drafting / negotiation of customized documents for transactions Help develop a strategic plan for the rapidly evolving legal department, benchmarking against value added service of legal firms in the country, and create and develop high end value driven legal services Proposes and investigates opportunities to make the department more efficient through the use of technology and improved process and sourcing Training on new structures, regulations and laws to all stakeholders in the organisation - legal research and knowledge management Internal coordination with other teams related to transactions Regulatory and compliance MIS. Key requirements: Minimum 5-9 years working experience in legal and capital market structuring. Proven track record in driving organic growth through increasing revenue existing client bases while expanding portfolio through new additions. Direct operational experience in jurisdictions with multiple Divisional lines Strong track record in acting as a partner to senior management Bachelor’s degree in Law / Master’s degree in Law Knowledge of Securitization Trust will be an added advantage Strong team-player with experience with working in a dynamic organisation and able to build bridges between the different stakeholders within the organisation Ability to think outside of the box, to challenge status quo, but to do so diplomatically and collaborative manner Strong communication and influencing skills; collaborative and a team player Culturally sensitive and experienced in dealing with multiple nationalities, business cultures Ability to deal with ambiguities and work within ill-defined boundaries improving turnaround time and automation of processes including ensuing 0 liability towards transaction NISM certification will be an added advantage Knowledge of Indian income-tax, FEMA, SEBI, IFSCA, Companies Act and other allied laws will be an added advantage Company Benefits: At our Vistra ITCL office, we believe in putting our employees’ well-being first! We offer a hybrid working arrangement. Additionally, we provide attractive insurance benefits, excellent job exposure and career prospects. If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

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

Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for the AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Knowledge & Essential Skills: 1. Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. 2. Good knowledge of financial products. 3. Consistently exceed the clients expectations by being dedicated and passionate. 4. Experience Range- 5 years+ 5. Excellent communication skills and a strong executive presence Academics: MBA Finance (Full Time) or CA or CFA or CFP

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) 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 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 spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

SAP ABAP HANA Technical Consultant Role Overview: We are seeking a skilled and experienced SAP ABAP HANA Technical Consultant with strong expertise in S4 HANA, ABAP, HANA Database, and various SAP modules like MDG, VIM, FIORI, and AO. The role requires the ability to design, develop, and implement solutions within the SAP environment, collaborate with cross-functional teams, and manage project deliverables with minimal supervision. You will be responsible for improving application efficiency, troubleshooting production issues, mentoring junior developers, and ensuring high-quality delivery. Key Responsibilities: 1. Application Development & Optimization: o Design, develop, and optimize SAP solutions for ERP/CRM systems. o Identify opportunities for automation and process improvements. o Perform design, code, and test activities with a focus on quality and efficiency. 2. Client & Team Interaction: o Collaborate with clients to understand requirements and provide design solutions. o Provide guidance and mentorship to junior developers. o Participate in client meetings, presentations, and status reporting. 3. Production Support & Troubleshooting: o Resolve production issues independently. o Perform root cause analysis and implement fixes in a timely manner. o Manage and support the deployment of code to production environments. 4. Code & Documentation: o Follow coding standards and ensure adherence to best practices. o Review code from peers, suggest improvements, and conduct unit testing with over 95% test coverage. o Create functional design specifications, deployment documentation, and other technical documents. 5. Knowledge Sharing & Continuous Learning: o Contribute to knowledge sharing sessions, internal seminars, and participate in hackathons. o Stay updated on new SAP features and technology developments and implement them where applicable. 6. Project Management: o Estimate time, resources, and effort for tasks. o Ensure timely delivery of project components, meeting deadlines and quality expectations. o Report project status and track progress on assigned tasks. 7. Customer Satisfaction & Quality: o Provide suggestions for code improvements, refactoring, and business process enhancements. o Influence customer satisfaction by delivering quality solutions ahead of schedule. Skills Required: Technical Skills: o SAP ABAP, S4 HANA, HANA Studio, HANA Modeling o Experience with MDG, VIM, FIORI, AO, IDOC, ODATA, and AdobeForms o Familiarity with OpenText, SLT, AIF, File-interfaces, and BEX o Knowledge of SOAP/REST APIs for ERP/CRM integrations Methodologies: o Strong knowledge of Agile methodologies (Scrum and Kanban) Other: o Experience with production deployment and solving deployment errors o Strong problem-solving and analytical abilities o Good communication and interpersonal skills Education: B.E/B.Tech/MCA or equivalent. Additional Requirements: Flexibility to work on weekends and shifts, as required by the project. Ability to work independently with minimal supervision. Strong focus on delivering high-quality solutions on time and maintaining high motivation within the team. Keywords HANA Studio,HANA Modeling,MDG,VIM,FIORI,AO,IDOC,ODATA,AdobeForms,OpenText,SLT,AIF,File-interfaces,BEX,SOAP,SAP ABAP*,S4 HANA*

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

Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors. Performing various financial calculations and simulations.

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Dear Candidates, Greetings!! We are looking for PCG Sales/Dealer role in one of the Big broking company. -Candidate having good Experience in Wealth Products . -Cross sales experienced Required . -Good Exposure in Client Acquisition. If you are intested pls share your resume on tisha@getwork.org. Thanks & Regards Tisha

Advising Super HNI clients on Equity, Derivatives, currency & commodity Creation of revenue & Activation of clients through effective Advisory. Handling Queries of clients & solving it Acquiring new clients & retaining old clients by periodic meeting Required Candidate profile Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Call @ 9113961458/ 8904572159

job Description Regional Head : B2C Businesss Broking & Wealth About Swastika Since our humble beginning in 1992, we have steadily climbed the ladder of success. To day, we are listed on BSE, NSE, MCX, and NCDEX, and have a strong presence in 25+ states with a team of 800+ members. Our growth has been exponential, supported by a vast network of 3 Lac+ customers and 2000+ business partners.We offer a comprehensive range of services including Stock Broking, NBFC, Insurance Broking, and Investment Banking. Our expertise lies in managing financial portfolios for individuals and institutions, assisting startups in launching IPOs, and facilitating fundraising from the market. Our experienced financial professionals utilize cutting-edge technology to provide a variety of investment solutions through our trading application. At our core, we value personal relationships and believe in the importance of trust and loyalty in delivering the best financial services. We are reachable at: www.swastika.co.in www.gotradingo.com Our Core Values We are Trustworthy and Truthful tribe.We are always Open to learn We are Disciplined and Presentable. We are Energetic and Happy. Customers are our Priority numberone Politeness is our Language . We are Determined to honor our commitments . Job Brief Regional Business Head Job Title : National Head Location : Ahmedabad Experience : 8-10 years in - B2C Business (Broking & Wealth Management ) Job Summary: Job Brief: National Head - B2C Business (Broking & Wealth Management) We are seeking a dynamic and results-oriented professional to take on the role of National Head - B2C Business (Broking & Wealth Management) . This is a pivotal leadership position, responsible for driving the growth of the organization's B2C business vertical, focusing on broking and wealth management services. The ideal candidate will possess proven expertise in business development, exceptional leadership skills, and the ability to forge and nurture relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (Ultra-HNIs). This role demands an individual who can lead large teams, deliver operational excellence, and strategically position the organization as a market leader in the financial services sector. National Head Profile National Head B2C Business ( Broking & Wealth Management ) Key Responsibilities: Team Leadership: Lead, mentor, and inspire a large team of wealth managers, relationship managers, and sales professionals. Foster a high-performance culture with a focus on achieving organizational goals. Client Relationship Management: Build and maintain strong relationships with HNI and Ultra-HNI clients. Provide personalized financial advice and wealth management solutions to Ultra HNI clients Operational Excellence: Ensure seamless day-to-day operations, optimizing processes for efficiency and compliance. Monitor and enhance service quality to exceed client expectations. Market Insights & Strategy: Stay updated on market trends, financial products, and regulatory changes. Use data-driven insights to refine strategies and improve client offerings. Compliance and Risk Management: Ensure all business activities comply with regulatory standards and internal policies. Proactively identify and mitigate risks related to broking and wealth management Requirements • Position : National Head Requirements Experience : 7-10 years in a similar role within a broking firm. Certifications : All relevant NISM Modules & Certificates related to Wealth Management Education : Post Graduate in Finance / Marketing / Management Skills : Strong knowledge of Equities, Derivatives and all Wealth Products Proven leadership and large team management skills. Excellent communication, negotiation, and interpersonal abilities. Strategic thinker with the ability to implement effective growth strategies. Proficient in market analysis, client relationship management, Team Management, and compliance. Job Qualification Position National Head B2C Business ( Broking & Wealth Management ) Skills and Qualifications: Education: MBA/PGDM in Finance, Marketing, or related fields. Experience:8-10 years in broking, wealth management, or financial services. Proven track record in business development and Team leadership. Technical Skills : Strong knowledge of broking platforms, wealth management tools, and CRM systems. Proficiency in financial products like equities, mutual funds, bonds, and alternative investments. Soft Skills : Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and analytical abilities. Thank You , Swastika invest mart ltd Y.N road , Opp. Rani Sati Gate,Above BOI,Near Milan TVS 2nd Address Sakar-9, Opposite - Atma house, Ashram road Ahmadabad - 380009 Indore - 452001, Madhya Pradesh 9399145601 Aparna.Pathak@swastika.co.in Deepali.tomar@swastika.co.in

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday 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 Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • 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 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 spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Officer: 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

Location: Mumbai (Any of the 15 branches across Western, Central, or Harbour Line) Age Limit: Max 4041 years Experience: Team handling experience mandatory (managing 810 RMs) Reports to: Regional Head Job Summary: Lead a team of Relationship Managers focused on acquiring, servicing, and growing HNI/UHNI client relationships. Drive sales of Mutual Fund (MF), AIF, and PMS products, ensure target achievement, provide investment advisory, and maintain high service standards. Oversee client acquisition strategy, team performance, and compliance adherence. Note: Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *CTC:* 915 LPA (Fixed) + 25–35% Annual Bonus *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.

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments. Location - Bengaluru,Chennai,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata, Trivendrum, Delhi, Vadodra, Pune.

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat,Ahmedabad,Bengaluru,Kochi,Mumbai, Calicut, Trivendrum, GOA, Delhi

1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.7) Build AUM and client base as per the target defined by the company.8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr _ Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum