1455 Aif Jobs - Page 28

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product an...

Our client is a leading fund management company with a presence in UAE, India, and Mauritius. The position is based in Mumbai and is for the role of Internal Control Unit. As the Head of the Internal Control Unit, you will be responsible for overseeing compliance and risk management across advisory services, derivative clearing operations, and GIFT City Fund Administration. Your role is crucial in ensuring alignment with applicable laws, regulations, and internal policies while establishing and maintaining a robust internal control environment. Key Responsibilities: - Developing and implementing robust internal control systems in compliance with local and international regulatory requirement...

As an experienced SAP BASIS Developer with over 8 years of relevant experience, you will be responsible for maintaining optimal SAP performance by planning and executing effective tuning strategies. You will collaborate with the Infrastructure team to plan and execute system upgrades and patching, ensuring seamless integration and performance. Diagnosing and resolving various SAP performance and configuration issues promptly and efficiently will be a key part of your role. You will also be tasked with implementing and maintaining multiple SAP instances, proactively monitoring SAP systems, performing client administration tasks, and periodically refreshing non-Production systems with Producti...

As a Senior Microsoft Dynamics AX2012 Developer at ASSA ABLOY Entrance Systems Division (ESD) Global IT & ERP Team, you will play a crucial role in specializing in various AX modules such as Finance, Product Configuration, Manufacturing, Purchasing, Sales, and more. Your responsibilities will include developing customizations based on change requests, providing 3rd level technical support, and collaborating with project managers, consultants, and other team members to ensure efficient operations. Your key capabilities should include expertise in x++ Language, a medium level understanding of C#, experience with DevOps, AIF, SSRS reports, data management, ISVs, SQL, Enterprise portal, and a de...

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and ...

Opening for AMC company. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. • Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. • Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. • Assists clients in providing them with information like product or service quotes. • Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. • Generating incremental AUM through business partners, self-...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

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

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

As a Sales Executive in our investment sales team, you will play a crucial role in driving sales and promoting financial products to our clients. Your main responsibilities will include selling in-house equity shares, business-as-usual shares, and Alternative Investment Funds (AIFs). To excel in this role, you will need to engage with clients proactively, manage portfolios effectively, and possess strong communication and calling skills. Your key responsibilities will involve driving the sales of various investment products, including in-house equity shares, routine business shares, and other financial instruments. You will also be responsible for managing and growing a portfolio of high-net...

Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

We seek a dynamic AVP – Sales & Marketing to drive revenue, client acquisition & brand growth. Lead teams across retail, HNI, institutional segments & implement strategies for equity, derivatives, IPOs, mutual funds & more..

Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned terr...

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 candidate...

Job Role: SAP CFIN Consultant Job Location: Hyderabad, Bangalore, Chennai, Ahmedabad & Mumbai Work Mode: (WFO/Hybrid) Exp 5+ Years Job description: Deliver SAP Central Finance solution on support Data Replication and Mapping Troubleshooting and Issue Resolution Data Flow Monitoring and Verification Configure SAP to meet the business requirements. Integration Testing and User Support Process Improvement and Documentation Performance Metrics and Reporting Qualifications 4 to 8 years of consulting experience in support and must have executed one rollout projects Must have experienced in Central Finance support and added advantage if he/she worked in S4 Strong hands-on configuration and design s...

We are looking for an SAP MDG Consultant to join ourSAP Practicein India. Location: Bangalore (Whitefield), Mumbai (Airoli), Pune (Talwade), Chennai (Siruseri). Responsibilities: Design and conduct the replication of Vendor / Customer Master Data B and C segments between 33 ECC systems and S/4 MDG hub solution for Business Partner. Sound functional knowledge of Vendor and Customer Master Data and their conversion / mapping into S/4HANA Business Partner Consult the customers internal IT organization in the development of XLST to map SAP Web Services to EDIFACT messages for the usage on SnapLogic Groundplex Technical solution design for IDOC Inbound & Outbound, field mapping, integration, end-...

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. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understandin...

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *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 reven...