1447 Aif Jobs - Page 21

Position Purpose: The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth. Key Responsibilities: Direct Responsibilities- Achieve targets for Net Equalized Assets collected (LS) for the mapped book. Build an incremental Systematic Investment Plan (SIP) book. Drive new business development by activating/reactivating clients. Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings. Ensure r...

Position Purpose: The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth. Key Responsibilities: Direct Responsibilities- Achieve targets for Net Equalized Assets collected (LS) for the mapped book. Build an incremental Systematic Investment Plan (SIP) book. Drive new business development by activating/reactivating clients. Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings. Ensure r...

Position Purpose: The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth. Key Responsibilities: Direct Responsibilities- Achieve targets for Net Equalized Assets collected (LS) for the mapped book. Build an incremental Systematic Investment Plan (SIP) book. Drive new business development by activating/reactivating clients. Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings. Ensure r...

This position looks at a detail-oriented candidate & driven candidate for handling the channel business development function of the firm. The job is primarily handling, nurturing, deepening relationships with existing channel partners with a target of growing both mind share & wallet share with them. Another important deliverable will be looking at onboarding new partners across segments. The candidate must have good knowledge of equities along with other soft skills. The candidate will be required to travel across the country to meet channel partners & advisors, keeping them updated about the key business developments. Experience: Minimum of 5 years plus of experience in a similar business ...

Opening with Leading Banks Bangalore Job Title: Relationship Manager AVP / VP Grade (Individual Role) Department: Retail Branch Banking – Wealth / HNI Segment Location: Bangalore Grade: AVP / VP CTC - up to 25L Experience: Minimum 10 years in Relationship Management / Wealth Management, preferably with experience handling HNI portfolios in Retail Branch Banking Role Objective: To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions. Key Responsibilities: Manage a portfolio of 100–150 HNI clients with consistent engagement Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+ Ensure pro...

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternativ...

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternativ...

Responsibilities: * Manage HNIs through portfolio management services * Lead AIF sales strategy for PMS products * Drive HNI acquisitions & client handling

About Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space, offering tailored debt solutions to mid-sized entities. The group comprises Vivriti Capital Limited, a systematically important NBFC regulated by RBI, which has disbursed INR 33,000 crores across 400+ enterprise borrowers and holds an A+ rating from CRISIL. Additionally, Vivriti AMC, a subsidiary of Vivriti Capital, serves as an investment manager to fixed income alternate investment funds, having raised commitments of over INR 5,000 crores from 900+ institutional, HNIs, and FOs investors. The Regional Fund-raising Team plays a crucial role within the AMC sales team, focused on maximizing institutional, DFI, and...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Role & responsibilities Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and poten...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

About Role: The candidate shall be the Alternate Product Champion for the area , and flag bearer of Alternates within the area. The incumbent is expected to identify opportunities, partners and clients within their area. Key Responsibilities: Achievement of Gross Sales, Net Sales assigned in allotted geographic territory for AIF products across channels. Will have key goals on partner activation. Engage with the mapped relationships as per coverage plan, and help partners close deals of Alternate Products Required to conduct events to engage with partners/clients Provide all the support in acquisition & servicing of HNI/UHNI customers of Partners for Alternate Products selling. Travel (if ne...

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 Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

The Head of CXE leads Commercial Operations and Go to Market strategy, projects, and execution excellence for respective functions in the Human Pharma business including CRM, CVM, CEE, and AIF. This role involves overseeing Marketing & Sales (M&S) effectiveness, Business Intelligence (Data, Planning & Reporting, Customer Relations Management, Market Research), MCDE (Digital Transformation and Excellence), and Training (Marketing and Sales training, Commercial Sales, Event management). The primary objective is to ensure strong executional excellence in all these areas for sustainable business success. Responsibilities of the role include developing GTM performance in alignment with IMETA and ...

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-te...

Role & Responsibilities_ Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the franchisee partners and their clients on different products. Key Deliverables 1. Achieve given AUM and Revenue targets of Investment Products like PMS,Mutual Funds and AIF. 2. Maintain relationships with the existing customer network of Franchisees. 4. Drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standa...

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. Our Expectations: Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge ...

Role Description This is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities, managing client portfolios, providing investment options, and ensuring client satisfaction. You will also collaborate with internal teams to assess investment risks and monitor asset performance. Qualifications Proven experience in relationship management and client acquisition Strong understanding of financial markets and investment products ...

Role & responsibilities Job Role We are hiring experienced Microsoft D365 / AX Technical Consultants / Developers to support our growing Dynamics 365 practice. The ideal candidate should have 23 years of hands-on experience with Microsoft Dynamics AX (AX2012, AX7, AX8) or D365 F&O, with a strong understanding of technical development, customizations, and deployment. Key Responsibilities Develop business logic using X++. Create and modify reports and workspaces. Customize the user interface. Provide endpoints and APIs for integration with Power Platform and external systems. Manage implementations using Application Lifecycle Management. Implement security policies and permissions. Connecting ...

You will be joining a leading company in the technology industry, specializing in innovative solutions within the ERP and finance sectors. Your primary responsibilities will include performing data mapping and transformation activities for finance and logistics data relevant to the P2P process. You will collaborate with cross-functional teams (MM, FI, CO, Ariba) to ensure alignment of the end-to-end procurement and finance data flow. To be successful in this role, you should have 5-7 years of experience in SAP, with a focus on FICA and CFIN modules. Experience with SLT, AIF, and MDG for data replication and transformation is required. You should also be proficient in data mapping and finance...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Lead end-to-end PMS and AIF operations, ensuring accurate & compliant execution across front, middle & back office functions. Role Focuses on operational efficiency, client reporting, reconciliation, regulatory compliance & systems (Wealth Spectrum) Required Candidate profile 10-14 yrs of operations experience in (AMCs) with PMS and AIF operations .Hands-on exp. in front-to-back office ops for PMS and AIFs (NOT Wealth Mgmt./ Private Banking) Exp. wkg. with Wealth Spectrum.

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. Preferred candidate profile Strong communication & written...