1455 Aif Jobs - Page 35

Role : Sales, South - Neo Asset Management About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Neo Asset Management (NAM) is p...

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client me...

Immediate Openings on AX-D365 Technical _ Pan India_Contract Experience: 5+ Years Skill: AX-D365 Technical Location: Pan India Notice Period: Immediate . Employment Type: Contract Job Description 2-3 End-to-end full life-cycle implementations of Dynamics 365 Operations/Dynamics AX 2012 solutions Knowledge on Dynamics 365 Operations integration and development Experience in Leading team & managing operations Demonstrates strong coding skill using Dynamics AX X++ and its related technologies/tools. Experienced in AX 2012 and its latest releases of D365 Operations Workflow, Integration- AIF, WCF Experience, Power Apps, D365 Mobile Apps Delivers high quality X++ code with defined quality standar...

About the Role As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience. While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery. This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive serv...

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 Preferred candidate profile Graduate in any stream with basic knowled...

- 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

We are seeking a detail-oriented and experienced AIF Cat II Fund Accountant to join our dynamic team. The ideal candidate will be responsible for managing the accounting and financial reporting for Alternative Investment Funds (AIF) categorized under Category II. This role requires a strong understanding of fund accounting principles, regulatory requirements, and the ability to work collaboratively with various stakeholders. Key Responsibilities: Prepare and maintain accurate financial records for AIF Cat II funds, including general ledger entries, reconciliations, and financial statements. Ensure compliance with regulatory requirements and internal policies related to fund accounting. Assis...

Urgent Hiring for AVP Sales Relationship Manager role Location- Ahmedabad(Gujrati language preferred) Experience- 8to 15 years Skills- Sales relationship, deals with mutual fund, AIF, PMS, Wealth Management Share cv at shreya.gupta@aptita.com

Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Asia/Europe/US regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 5 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to AVP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a ch...

Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an AVP Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of relevant experience in the Administration of AIFs and corresponding Accounting, valuations & NAV calculations as per SEBI & IFSCA guidelines. Good understanding of performance fee calculation based on series & equalization accounting. Reporting The position reports to VP Hedge Fund Accounting About Apex The Apex Group...

Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker re...

AVP - Hedge Fund Accounting Mumbai/Ahmedabad (Gift City) India Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an AVP Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of relevant experience in the Administration of AIF’s and corresponding Accounting, valuations & NAV calculations as per SEBI & IFSCA guidelines. Good understanding of performance fee calculation based on series & equalization accounting. Reporting The positi...

locationsGift City, Hiranandani SignatureMumbai, Turbhe MiDC RoadMumbai, Raiaskaran Tech Park time typeFull time posted onPosted 5 Days Ago time left to applyEnd DateApril 30, 2025 (1 day left to apply) job requisition idJR-0009112Supervisor - Hedge Fund Accounting Gandhinagar (Gift City) India Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an Assistant Vice President Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of re...

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

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 marke...

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 mar...

Profile of the candidate M2 (Deputy Manager): CA inter/MBA/ upto 2 year experience, preferable in a VC/PE or financial services sector. Soft skills required – Affable and independent style of work approach Role requirement: Candidate will be part of the Finance and Operations - fund management, accounting, audit, valuation, taxation, finance operations, reporting and compliance, investor relations and related matters. Fund administrationCo-coordinating with the Administrators for current funds; Assist in tracking and working on different aspects of the fund – Management fees, expenses invoice, NAV calculation, distribution of capital, IRR working, Financials and Sebi regulatory reporting; As...

Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP ABAP Development for HANA Good to have skills : SAP UI5 DevelopmentMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. A typical day involves collaborating with various teams to understand th...

Position Area Manager - Pioneer Banking Reports to- Regional Head - Pioneer Banking Location : Bangalore Overall Job Description Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Team Handling. Manage the portfolio to de-risk against attrition and achieve stability of book. Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI, PMS, AIF, Mutual Funds and other products Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of th...

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . 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 ...

Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund 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 clien...

Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeep...

Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeep...

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) 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 custo...

Job Summary: We are seeking a dynamic and result-oriented Wealth Manager – AIF & PMS” to join our team. The ideal candidate will be responsible for driving sales, expanding our business footprint, and developing strong relationships with distributors, including National Distributors and Independent Financial Advisors (IFAs). Key Responsibilities: • Candidate must Develop and maintain strong and close relationships with distributors (National Distributors, Independent Financial Advisors) • Should be keen in Driving sales and expanding business foot prints by empaneling distribution channels partners, identifying new opportunities, and increasing market share. • Should learn and possess a stro...