1447 Aif Jobs - Page 23

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 PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Dear Candidate We are hiring for leading Bank for the below roles NRI Relationship Manager - Cochin, Calicut & Kottayam CTC: up to 12Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Sen...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in B2B selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund produc...

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...

Job Requirement: Thorough understanding of financial markets, investment and wealth products, ability to analyze HNI Clients financial portfolios and provide solutions accordingly. Job Description: 1. Accountable for acquisition of High net worth clients. 2. Responsible for identifying customer needs and assessing their risk appetite. 3. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as required. Required Skills: 1. 5+ years of experience in managing wealth products. 2. Excellent communica...

- 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@yahoo.com

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 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

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 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

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*

Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Manager...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Compliance Officer - GIFT IFSC Regulations: IFSCA (Fund Management) Regulations, 2022 & KMP Eligibility Guidelines 1. Educational Qualification (tick one) Professional qualification (CA / CS / CWA / CFA / FRM / equivalent) Postgraduate degree or PG Diploma (1 year) i Bachelors in Law (LLB) 2. Experience Requirement Minimum 3 years experience in securities / financial services in one or more of: Portfolio or fund management Investment advisory Broker-dealer activities Investment banking CRA / MII / Regulator (SEBI, RBI, IFSCA, etc.) Consulting in the above (max 2 years counts) 3. Location & Appointment Candidate is based in GIFT IFSC or willing to relocate To be appointed as an additional Key...

Greetings from AVANICONSULTING We are hiring for leading company Responsibilities: To promote all the product line of Mutual Fund To up sell Fun products to Retail/HNI Clients 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 ...

- Manage PE/RE fund operations: distributions, drawdowns, fee calculations & unit transfers. - Ensure compliance via KYC audits, PPM reviews, Trustee reports & CRISIL benchmarking. - Maintain MIS for investors, upload documents & track KYC gaps. Required Candidate profile - CA Inter / CA / MBA Finance with 2+ years of experience in Financial services / NBFC and related field is must. - Must have experience in Private Equity, Real Estate funds and Anti-Money Laundering

Role & responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients of Sharekhan either through face to face situations or through telephonic conversations or both. Responsible for growing revenues of broking, lending products, Sharekhan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time Add new to ...

JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/ SENIOR INVESTMENT SPECIALIST (Sr. IS) About Business line/Function: Super Investor team is responsible for servicing and growing the Super Investor client segment. Super Investors are defined as those clients having a total relationship between 20 lakhs to 2 crores with Sharekhan and who are not active traders. The Investment Specialist (IS) / Senior Investment Specialist (Sr.IS) is the Single Point Of Contact (SPOC) for a set of Super Investor clients. As the SPOC for the defined set of clients, the IS / Sr. IS is responsible for meeting asset gathering and revenue targets through identifying and meeting the financial needs of the clients. The IS ...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Roles & Responsibilities: Supporting alloted regions for achieving sales target of Investment Products. Manage a client base efficiently, through strong relationship skills Deepen the client relationship through products distributed by Super Trader Segment such as mutual funds, PMS, Model Portfolios, Managed Strategies, Corporate FDs and other products introduced by team from time to time etc. Interact with the team members to maximise business opportunity, via leads and client referrals Achieve atleast the prescribed minimum sales productivity every month Generate the prescribed new to sharekhan customers Conduct investor awareness programs for regions/cluster Conduct timely trainings for R...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

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 Will be responsible for achieving New Business development targets by reactivating/ activating new clients Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines Relevant Certifications viz NISM (VA /XXI/XILIA) & Ins...