549 Aif Jobs - Page 5

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.

You are a highly skilled SAP ABAP professional with 6-8 years of relevant experience, looking to join Ashra Technologies at locations such as Pune, Chennai, Mumbai, or Bangalore with an immediate to 15 days notice period. Your expertise includes extensive work in WRICEF developments, interfaces such as SAP to Non-SAP utilizing RFC, Web Services, REST APIs, IDOCs, EDIs, and File interfaces. You have experience with middleware like sap-pi/Snaplogic, monitoring interfaces in AIF, and end-to-end ownership from design to support. Additionally, you are proficient in Enhancements (User Exits/BTEs/BADIs/Enhancement Framework), Solution Manager, Object Oriented ABAP, ABAP WebDynpro, ALE/iDOCs, ABAP on Hana programming, S/4 HANA Migration and Implementation, and FIORI, UI5, ODATA. In this role, you will act as a technical expert, swiftly identifying application issues and providing timely solutions. You will be responsible for developing detailed plans and accurate estimates for project phases, transforming business requirements into technical program specs, optimizing code performance, managing operational support, and mentoring junior developers. You must possess excellent communication skills, be SAP Certified in ABAP, and be willing to work in AMS/ECC projects. Additionally, you should be open to working in rotational shifts, weekends, and from the office as needed. If you meet these requirements and are interested in this opportunity, please share your CV with mounika@ashratech.com and contact at 8688322635.,

Job Title: SAP CFIN Consultant Loc ation: HYD, Bangalore, Chennai, Ahmedabad, Mumbai Work mode : Complete WFO Job JD: 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 skills Experience with AIF, SLT and error monitoring tools of CFIN Able to collaborate with clients and have a strong desire to excel and be committed to gaining exposure to multiple industries while further developing your career Good communication skills both written and oral. Must be a Team player (Raises issues/concerns and seeks meaningful resolution) Strong sense of ownership and accountability of tasks with attention to detail

Role & responsibilities Support the companys distribution initiatives by strengthening relationships with key distributors and IFAs. Drive market share and brand visibility by engaging with select partners and onboarding new distributors. Conduct joint sales calls with team and assist in documentation, and provide product training support. Gather and channel key market intelligence and feedback to the Products and Investments team. Coordinate with the Investment team for product insights, distributor meetings, and conference calls. Work closely with Operations and Customer Service teams to ensure a smooth and consistent client experience. Maintain strict adherence to regulatory requirements, internal compliance standards, and uphold the firms brand values. Ensure timely completion of mandatory certifications, KYC norms, and stay updated on latest regulatory changes. Continuously enhance knowledge of products, sales techniques, and industry best practices. Preferred candidate profile

• 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

Job Description: Business Development and Investor Relations Position Overview: We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. The ideal candidate will possess excellent communication skills, a strategic mindset, and a proven track record of driving sales and partnerships in individual capacity. Key Responsibilities: 1. New Investor Acquisition: - Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. - Present investment opportunities to potential investors and address any inquiries or concerns they may have. -Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. -Growth through service to Investors. 2 . Sales Execution : - Drive direct sales efforts towards new investors and investor relations. - Collaborate with the sales team to develop and implement effective sales strategies and tactics to engage and generate a pool of desired investors. 3 . Administrative Tasks: - Ensure all necessary paperwork and documentation are completed accurately and in a timely manner. - Follow up with investors regarding payments and provide timely reminders as needed. Qualifications : - Proven experience in business development, sales, or investor relations. - Strong interpersonal skills and the ability to build rapport with diverse stakeholders. - Excellent communication and negotiation skills. - Strategic thinking and problem-solving abilities. Additional Information: - This is a full-time position based in Noida, Sector 125. - Travel may be required for client meetings. - Competitive salary and benefits package offered, including performance-based incentives. If you are passionate about driving business growth and building meaningful relationships, we invite you to apply for this exciting opportunity!

Role & responsibilities Company Secretary + LLB (optional) having 5 years of experience in Securities Market (3 years is must as per IFSCA Regulations) Regulatory Compliance: Stay updated with the latest laws, regulations, and guidelines issued by SEBI and IFSCA for AIFs. Monitor regulatory changes and effectively communicate updates to relevant stakeholders. Compliance reporting and monitoring: prepare and submit accurate and timely regulatory reports as required by SEBI and IFSCA. Ensure the completeness and accuracy of data submitted in these reports. Establish and maintain a system for ongoing monitoring of compliance activities related to AIF operations. Conduct regular audits and assessments to identify areas of non-compliance or potential risks. Implement remedial measures as needed. Managing Internal Audits AML/CFT compliance and monitoring Coordination with Custodian/Fund Accountant/Fund Admin Review/drafting of legal agreements

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch 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 well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required 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

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS) Regards, Sandipa 7980475998

Relationship Management : - Managing the banking and investments relationship ofT 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 HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Relationship Management : - Managing the banking and investments relationship ofT 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 HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Roles & Responsibilities -Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) -Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347

Relationship Management : - Managing the banking and investments relationship ofT 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 HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Relationship Management : - Managing the banking and investments relationship ofT 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 HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/

Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more experience will be considered for senior positions) (Exceptional freshers with a passion for finance and investment may also be evaluated) Gender : Male/Female Education : Graduate/Postgraduate with a background or interest in Finance, Economics, or related fields. Relocation : Open to candidates from any location, provided they are willing to relocate to the posting location if required. Key Skills : Strong communication and interpersonal skills. Pleasant and professional personality. Sound understanding of financial markets, investment instruments, and client servicing. Ability to work independently and as part of a team. Target-oriented mindset with a focus on growth and client satisfaction.

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 knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

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.

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

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 knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Role & responsibilities Business Development: Drive PMS, AIF, and mutual fund sales across East through IFAs, wealth managers, private bankers, and direct clients. Deliver regional AUM growth and revenue targets across all product categories. Channel Expansion: Identify and activate new distributors across the IFA, and wealth advisory ecosystem. Deepen existing relationships through regular engagements, joint calls, and partner development programs. HNI/UHNI Client Coverage: Personally manage relationships with key HNI clients across the region. Offer product insights, portfolio guidance, and assist in investment decision-making. Strategic Planning: Build and execute a region-specific business plan aligned with overall sales objectives. Work closely with marketing and product teams for targeted campaigns and regional promotions. Cross-Functional Coordination: Liaise with investment, compliance, and operations teams for client servicing, product structuring, and regulatory adherence. Market Intelligence: Monitor competitor activity, regional trends, and investor behavior to fine-tune sales strategies.