1455 Aif Jobs - Page 34

Acquire and advise HNI clients, build sales funnel, manage portfolios over 1 crore, grow AUM, deepen relationships, and coordinate with research and product teams for investment decisions .Mandatory certification NISM XA & XB.

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition 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 Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products l...

Position: Channel Manager / BDM- Partner Alliances Location: Kolkata, Mumbai, Delhi, Hyderabad and Bangalore Experience : Minimum 1-5 years in a similar role Job Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners. The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationsh...

Responsibilities: * Monitor market trends & risks * Collaborate with wealth managers on client portfolios * Analyze investments, create plans & recommendations * Manage AIFs, oversee portfolio performance

This role is to acquire B2C or B2B clientele & build a portfolio. Client Acquisition Relationship ManagementMarketing Business Development:Financial Product Expertise Financial& Product Expertiseunderstanding of financial markets,investment products Required Candidate profile The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Direct 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 client 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 collectio...

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and ana...

Position: Sales Location: Gujarat and Kolkata Minimum 8+ years of B2B sales experience in SEBI-regulated PMS / AIF / mutual funds or in Wealth Management setups. Should have handled HNI / Wealth / Family office in prior roles.

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

Areion Assets Management Private Limited Position: AVP Principal Officer Location: Ahmedabad (GIFT City) Employment Type: Full-Time We are in process to launch a Special Situation Fund in GIFT CITY Ahmedabad. To manage the fund we are looking for a Principal Officer. About Us: Areion Asset Management Private Limited, an investment manager for SEBI-registered Category I and Category II Alternative Investment Funds (AIFs), is preparing to launch a Special Situations Fund in GIFT City, Ahmedabad. We are seeking an experienced Principal Officer to oversee fund compliance, administration, and operations. Job Summary: Will be responsible to monitor and execute various statutory compliances applica...

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

- 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

Role & responsibilities Manager - AIF Cat III & Fund Management Entity (FME) / Compliance Officer Location: GIFT City, Gujarat Reporting to: Group CFO Key Responsibilities: 1. Accounting & Financial Reporting • Ensure timely preparation of financial statements, audit support files, and reports for the AIF and FME. • Coordinate with fund administrator/fund accountant for timely NAV calculations • Oversee reconciliation of bank accounts, investor contributions, investments, and expenses. 2. Compliance & Regulatory Reporting • Ensure ongoing compliance with SEBI AIF Regulations, IFSCA (Fund Management) Regulations, Companies Act, FEMA, and other applicable GIFT City guidelines. • File periodic ...

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

Opening for Leading Investment Advisors firm. 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 part...

Job Title: SAP ABAP Developer with AIF Experience NP : Immediate - 15 days location : Bengaluru Roles and Responsibilities: ABAP Development: Develop and maintain custom objects using Core ABAP (Reports, Forms, ALV, etc.). Enhance standard SAP applications using BAdIs, User Exits, and Enhancement Framework. Design and optimize ABAP programs for large datasets and high performance. Develop SmartForms/ScriptForms, Module Pool programming, and workflows. Perform debugging, unit testing, and code optimization. AIF (Application Interface Framework): Configure and customize AIF interfaces to process and monitor inbound/outbound data. Develop robust error-handling frameworks using AIF capabilities....

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct 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 reac...

Hi all , we are looking for a role Sr. SAP ABAP Consultant experience : 8 - 12 years notice period : Immediate - 15 days location : Bengaluru Technical Skill sets : S/4 HANA ABAP Strong experience in the following areas: Workflow, Object Oriented programming, Data Dictionary, BAPI, BADI, RFC, ALE/ EDI, IDOC, ALV programming, Classical and Interactive Reporting, BDC, SAP Scripts, Smart Forms, Adobe Forms (offline/ interactive), Enhancements, User Exits, Dialog Programming, Interface/ ABAP Proxy programming, LSMW, BSP, ABAP Web Dynpro, Performance Tuning, Function Module development, AIF, and Spool programming Experience with Core Data Services (CDS) views for data modeling and custom analytic...

Hi all , We hiring for the role S/4 HANA ABAP Consultant Experience : 8- 12 years Location : Bangalore Notice period : immediate - 15 days Role & responsibilities Project : Support Project Particulars Job Description S/4 HANA ABAP Consultant with 8 ~ 12 years of relevant experience Technical Skill sets : S/4 HANA ABAP Strong experience in the following areas: Workflow, Object Oriented programming, Data Dictionary, BAPI, BADI, RFC, ALE/ EDI, IDOC, ALV programming, Classical and Interactive Reporting, BDC, SAP Scripts, Smart Forms, Adobe Forms (offline/ interactive), Enhancements, User Exits, Dialog Programming, Interface/ ABAP Proxy programming, LSMW, BSP, ABAP Web Dynpro, Performance Tuning,...

Role & responsibilities Direct 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...

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 Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Ensure day-to-day compliance with SEBI AIF Regulations and other applicable laws. Assist in preparing and filing regulatory reports and disclosures to SEBI. Oversee investor onboarding documentation including KYC, AML, and FATCA compliance.

Ability to Lead offshore & work with Onshore teams effectively in a diverse environment Identifyclient organization's strengths and weaknesses and suggest areas of improvement. Review requirements/specifications in business processes and recommendations with proposed solution. Develops& Unit Testfunctional specifications and system design specifications for client engagements. Lead the developers along with ownership to develop and deliver the bug free work packages Works with client personnel toidentifyrequired changes and Manages client expectations effectively ifrequired Communicates needed changes to team and reviews. Assistsin the facilitation of team and client meetings. Delivers infor...

Build and manage a client portfolio for Mutual Funds, PMS, AIF, insurance & other investment products. Acquire new investors. Conduct 2–3 quality client meetings per day (virtual/physical). Increase AUM, revenue & wallet share from mapped clients.

Role & responsibilities Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Relationships - Increase CASA balance ...