549 Aif Jobs - Page 22

Kindly share resume on - amisha.bidwadkar@kotak.com Contact on- +91 2242858425

Role & responsibilities • Responsible for overall Compliance of AMC and Trustee Company. • Responsible for compliance under SEBI Regulations, Circulars issued there under & AMFI Guidelines (MF and PMS), • Responsible for reporting under SEBI (Substantial Acquisition of Shares & Takeover) Regulations & SEBI (Insider Trading) Regulations. • Supervising various Compliances as per SEBI Regulations on day-to-day basis, internal compliance systems, etc. • Drafting of Scheme Information Documents & Statement of Additional Information. • Review of Key Information Memorandum. • Review of Compliance Manual, Employees Securities Dealing Policy, etc. • Interacting with the statutory authorities for approvals & clarifications • Reporting of compliances to SEBI, AMFI, RBI, etc. • Liasoning with the auditors on compliance issues • Providing compliance updates to various departments • Monitoring & reporting of compliances relating to investors servicing to statutory authorities • Approving advertisements & other marketing material. • Issue of Notices & Addendums. • Ensure that the guidelines are adhered to for introduction of new schemes, change in load structure based on recommendations from marketing and sales. • Uploading of reports on SEBI Mutual Fund & PMS portals. • SEBI guidelines adherence for Scheme Information documents – both external (SEBI, Custodians) and internal (Sales, Fund Managers, Operations ) Ensure that all employees adhere to the SEBI guidelines.

Key Responsibilities Client Acquisition & Relationship Management : Identify, acquire, and manage relationships with High Net-Worth Individuals (HNWIs) and Ultra High Net-Worth Individuals (UHNWIs), ensuring personalized financial solutions. Investment Advisory : Provide research-based advice on Mutual Funds, Portfolio Management Services (PMS), Structured Products, and Insurance. Portfolio Management : Monitor and adjust client portfolios to align with their financial goals and market conditions. Business Development : Develop strategies to expand the client base and increase Assets Under Management (AUM). Client Engagement : Conduct regular meetings (both virtual and in-person) to review client portfolios and provide updates. Market Research : Stay updated on market trends and investment opportunities to offer informed advice. Compliance & Reporting : Ensure adherence to regulatory requirements and prepare regular reports on client portfolios and performance. Qualifications & Skills Education : Bachelors degree in Finance, Economics, Business Administration, or related field. An MBA or certifications like CFP or CFA is a plus. Experience : 5–10 years in wealth management or financial advisory roles, with a proven track record in managing HNI/UHNI clients. Technical Skills : Proficiency in financial planning tools, Microsoft Excel, and PowerPoint. Familiarity with CRM software is advantageous. Soft Skills : Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. High level of integrity and professionalism.

About the Role: We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Key Responsibilities: Maintain and strengthen relationships with existing Independent Financial Advisors (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market reach. Develop strategies for business growth and revenue generation through partnerships. Lead and manage a team of 5-6 members, ensuring high performance and goal achievement. What Were Looking For: Proven B2B sales experience (preferably in financial services or investment products). Strong knowledge of financial markets and investment products such as Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc. Proficiency in MS Office (especially Excel) for data analysis and reporting. Excellent communication skills (verbal and written). Experience in growth marketing & communication is a plus. Why Join Us? Be a key player in shaping a next-gen investment platform. Work with market leaders and drive high-impact partnerships. Opportunity to grow in a fast-paced, technology-driven environment. If you are a strategic thinker with a passion for business alliances, sales, and financial markets, wed love to hear from you! About Company LiquiLoans (NDX P2P Private Limited) is a cutting-edge Peer-to-Peer Lending platform founded by Achal Mittal & Gautam Adukia, the visionaries behind Rentomojo. Backed by Matrix Partners (investors in Ola, Practo, Quikr), we are scaling fast with 5000 Cr+ AUM and a strong network of 4000+ market-leading IFAs. We are creating a dynamic, tech-driven investment platform that empowers individuals to invest seamlessly in high-quality products like Bonds, Bill Discounting, and Alternative Investments. By integrating new-age, data-driven strategies, we aim to offer end-to-end, easy-to-use investment solutions that maximize growth and security.

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

Role & 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 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. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams People Management or Self-Management Responsibilities Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Risk and Internal Control Responsibilities 100% of certification to be driven

Role & 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 sellingAMC's 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. Preferred candidate profile - Minimum experience required is 6 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets Perks and benefits Best in the Industry

Greetings from Avani consulting Role & responsibilities To promote all the product line ofMutual Fund To up selll Mutual Fund products to Retail/HNI Clients from the team To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Designation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Preferred candidate profile CTC 7 TO 15 LPA Interested one can send their updated resume at Mail- anusha@avaniconsulting.com Or What's app and call -9003875895

SAP FICA with CFIN Invoice to Cash Expert (Hyderabad): Looking for 10+ yrs exp in SAP FI-CA & CFIN. Expertise in contract accounting, invoicing, dunning, SLT, AIF, MDG, and integration with SD/FI. Strong in S/4HANA, Fiori, and data replication.

Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

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 Manager 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

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*

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*

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies. Ensure compliance with internal policies, SEBI, RBI, and other regulatory bodies during investment advisory. Support business in achieving investment revenue targets through enhanced client engagement and asset penetration. Key Skills and Competencies: Strong knowledge of investment products, markets, portfolio management, and asset classes. Ability to influence and coach Relationship Managers for client-centric investment advisory. Excellent communication, presentation, and interpersonal skills. Strong analytical abilities for client portfolio reviews and financial planning. High customer orientation and relationship management skills. Qualifications: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related fields. Certifications preferred: NISM Series V-A (Mutual Fund Certification) CFA, CFP, or other investment-related certifications are an added advantage. Experience: 5 to 10 years of experience in investment advisory, wealth management, or related financial services. Proven track record in client handling, investment consulting, and supporting Relationship Managers.

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 skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Willingness to travel Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

We are hiring for our leading NBFC Client JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 8+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.

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. Preferred candidate profile As per Industry

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Locations: Chennai, Coimbatore, Hyderabad, Jaipur, Chandigarh, Indore, Surat, Vadodara, Mumbai, Ahmedabad, Kanpur and Pune Please send applications to isha.shah@spocto.com

Role & responsibilities Dealing with HNI & 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

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

We are seeking a dynamic and results-driven Customer Engagement Channel Team Leader to manage and optimize customer interaction channels (such as email, chat, social media, and voice). This role involves leading a team to ensure timely, personalized, and effective engagement that drives customer satisfaction, loyalty, and business growth. Key Responsibilities: Lead a team responsible for managing customer engagement across multiple digital and traditional channels. Monitor daily team performance and ensure SLAs and KPIs are met. Develop and implement channel-specific strategies to improve customer experience. Collaborate with marketing, sales, and product teams to align engagement activities with business goals. Train, coach, and mentor team members on best practices, tools, and customer-centric communication. Handling team of rm ,sale of mutual funds, pms ,aif, portofolio management,accqusition of hni and ultra hni