549 Aif Jobs - Page 3

Post- Relationship Manager Customer Engagemen t Grade : DM/Manager (Individual Contributor) Job Location - All overMumbai Products -Mutual fund, PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) Working days - 6 days (Alternative Saturday off ) Budget - 18LPA Age Criteria - UPTO 35 Job Role - To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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. If you feel suitable call or whatsapp-8591744131

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. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonal skills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self motivated

Job Description: As a Consultant/Senior Consultant at Hitachi Solutions India Private Limited, you will be responsible for utilizing your expertise in X++ in conjunction with AIF, DIXF, and SSRS report/workflow functionalities. Your role will involve demonstrating proficiency in D365 with a minimum of 3-6 months hands-on experience, and having successfully completed at least 3 end-to-end implementations. Your responsibilities will include code upgrade and hotfix installations, development of standard posting functionalities such as Sales, Purchase, Transfer, and Inventory Journals, as well as creating batch jobs using the SysOperation framework in both single and multi-thread modes. You will be expected to effectively address technical queries from team members and clients, while also providing guidance and mentorship to junior team members. To excel in this role, you should possess a minimum of 3-10 years of experience in the field. This position is open to candidates across PAN India. Additionally, candidates with specialized skills in any of the following areas will be preferred: 1. Extensive experience with DIXF/DMF tool and migration experience in addition to the mentioned skills. 2. Experience in Retail and WMS modules, with a preference for AIF experience and AX-SSRS Report Development experience. 3. Excellent AIF skills and a background in integration tasks. 4. Strong proficiency in AX 2012-SSRS Report Development with additional experience in earlier versions of SSRS. Join us at Hitachi Solutions India Private Limited and be a part of a dynamic team dedicated to providing innovative IT solutions and products to a global clientele. Your contributions will play a vital role in realizing our vision of becoming the leading IT consulting company globally. At Hitachi Solutions, we value creativity, success, diversity, and the continuous development of our employees.,

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Graduate / Postgraduate or an MBA Relevant NISM and other Certifications 5 years plus work experience in the financial services industry

Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment