1464 Aif Jobs - Page 50

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the P...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategie...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Preferred candidate profile Strong communication & written...

We are hiring for our leading NBFC Client JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client review...

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. Preferred candidate profile As per Industry

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services ...

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . 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 prod...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients...

We are seeking a dynamic and results-driven Customer Engagement Channel Team Leader to manage and optimize customer interaction channels (such as email, chat, social media, and voice). This role involves leading a team to ensure timely, personalized, and effective engagement that drives customer satisfaction, loyalty, and business growth. Key Responsibilities: Lead a team responsible for managing customer engagement across multiple digital and traditional channels. Monitor daily team performance and ensure SLAs and KPIs are met. Develop and implement channel-specific strategies to improve customer experience. Collaborate with marketing, sales, and product teams to align engagement activities...

Manager: Sales & Business Development (Noida/Mumbai). Drive AUM growth via distributor relations, onboarding, and strategic expansion. Min 7+ yrs in PMS/MF/AIF sales, MBA from top B-school. Strong skills in sales, communication & product knowledge. Annual bonus Health insurance

Roles & Responsibilities Assist in capital markets transactions including Initial Public Offerings (IPO), Rights Issues, Preferential Issues, Qualified Institutional Placements (QIP), Alternative Investment Funds (AIFs), and other fund-raising mechanisms, with emphasis on SEBI Regulations, ICDR, LODR, and Takeover Code . Handle matters relating to corporate restructuring , including mergers, demergers, acquisitions, slump sales, and business transfers , ensuring compliance with the Companies Act, 2013 , and liaising with the NCLT and other regulatory authorities. Draft, vet, and review transaction documents, contracts, shareholder agreements, joint venture agreements, petitions, replies, leg...

Job Title: AVP Sales Department: Sales & Business Development (Securities / Financial Markets) Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred) Job Summary We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments. Key Responsibilities Lead, mentor, and manage the sales team to achieve revenue and growth targets. Develop and execute strategic plans to expand ...

Responsibilities of the advisor include: Deliver expert investment advice to prospective clients and drive capital-raising. Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction. Monitor market trends and investment opportunities to provide clients with timely and relevant insights. Ensure compliance with all regulatory and organizational standards in managing client portfolios. Conduct regular portfolio reviews to ensure...

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...

Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore and above investable surplus. Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a ...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifica...

Role & responsibilities Setting up processes and calendars for internal compliance audit/review across all teams Developing policies to support compliance and track non-compliance Undertaking and conducting a periodic internal compliance audit Writing and presenting reports to management outlining recommendations for improvements Coordinating and handling (both internal & external) compliance audit queries Setting up processes and trackers as per SEBI and AMFI guidelines for meeting relevant compliance requirements Ensure 100% compliance with Audits, Controls, and Processes as per SEBI RIA and AMFI regulations Submission of periodic reports to SEBI/AMFI/RBI/Management in accordance with mutu...

Job Description of MSD AX 2012 Technical Consultant Demonstrates strong coding skill using Dynamics AX X++ and its related technologies/tools. Experienced in AX 2012 and its latest releases Reviews Functional design of given business requirements for technical solution and detailed technical design (TDD) Produces high quality TDD document as per set standards and templates Drive/Assist Technical design on the GAP requirements with other technical teams to ensure technical quality is consistent Engage in discussions with functional consultants for design clarifications Work closely with rest of development teams to assist them in development to adhere to project timelines Ensures no deadlines...

Job Description of MSD AX 2012 Technical Consultant Demonstrates strong coding skill using Dynamics AX X++ and its related technologies/tools. Experienced in AX 2012 and its latest releases Reviews Functional design of given business requirements for technical solution and detailed technical design (TDD) Produces high quality TDD document as per set standards and templates Drive/Assist Technical design on the GAP requirements with other technical teams to ensure technical quality is consistent Engage in discussions with functional consultants for design clarifications Work closely with rest of development teams to assist them in development to adhere to project timelines Ensures no deadlines...

Job Description of MSD AX 2012 Technical Consultant Demonstrates strong coding skill using Dynamics AX X++ and its related technologies/tools. Experienced in AX 2012 and its latest releases Reviews Functional design of given business requirements for technical solution and detailed technical design (TDD) Produces high quality TDD document as per set standards and templates Drive/Assist Technical design on the GAP requirements with other technical teams to ensure technical quality is consistent Engage in discussions with functional consultants for design clarifications Work closely with rest of development teams to assist them in development to adhere to project timelines Ensures no deadlines...

Job Description of MSD AX 2012 Technical Consultant Demonstrates strong coding skill using Dynamics AX X++ and its related technologies/tools. Experienced in AX 2012 and its latest releases Reviews Functional design of given business requirements for technical solution and detailed technical design (TDD) Produces high quality TDD document as per set standards and templates Drive/Assist Technical design on the GAP requirements with other technical teams to ensure technical quality is consistent Engage in discussions with functional consultants for design clarifications Work closely with rest of development teams to assist them in development to adhere to project timelines Ensures no deadlines...