549 Aif Jobs - Page 6

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement. Stay updated with market trends, economic updates, and investment opportunities. Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

Dear Candidate, Greetings from Mirae Asset Sharekhan !! Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time Generate interest income Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment To handle the assigned clients in a very effective and seamless manner To improve and maintain the client activity ratio by activating clients across the segments Thanks & Regards Swapnil Nikhade - HR Interested candidate can connect on below contact 8286896629 | swapnil.nikhade@branch.sharekhan.com

Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively 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 strengthening relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role. Minimum 6 months of equity dealing experience with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must

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

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 - PMS sales /AIF sales Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

Project Role : Application Developer Project Role Description : Key ResponsibilitiesWell versed with SAP HANA concepts and good understanding of ABAP RICEFW objects Involve in Technical Specifications, Develop, Unit test, code review for custom/enhanced functionalities. Actively involved in technical analysis/design. Trouble shoot for technical solution.Prepare cutover strategies and issue resolution. Assist and mentor other team members in developing and enhancing SAP skills Technical ExperienceMust have SAP ABAP S/4 HANAMust have IDOCS, Workflows, AIF and OOPS & Syst Must have skills : SAP ABAP Development for HANA Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will be responsible for key responsibilities such as being well versed with SAP HANA concepts, understanding ABAP RICEFW objects, technical specifications, unit testing, code review, technical analysis/design, cutover strategies, issue resolution, and mentoring team members in SAP skills development. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsible for team decisions- Engage with multiple teams and contribute on key decisions- Provide solutions to problems for their immediate team and across multiple teams- Assist in technical analysis/design- Troubleshoot technical solutions- Prepare cutover strategies and issue resolution Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP ABAP Development for HANA, SAP ABAP S/4 HANA, IDOCS, Workflows, AIF, and OOPS & Syst- Strong understanding of SAP HANA concepts- Experience in technical specifications development- Unit testing and code review expertise- Mentoring team members in SAP skills development Additional Information:- The candidate should have a minimum of 5 years of experience in SAP ABAP Development for HANA- This position is based at our Jaipur office- A 15 years full-time education is required Qualification 15 years full time education

Responsibilities: * Manage $10 million+ portfolio of high net worth clients * Collaborate with investment teams on mutual fund & AIF strategies * Provide exceptional client service through regular meetings & reporting Health insurance

Responsibilities: * Manage HNIs' wealth through mutual funds, investment products & financial planning * Acquire new clients with focus on high net worth individuals * Oversee portfolio management using PMS & AIFs Travel allowance Performance bonus Health insurance Annual bonus

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams

Job description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Purvi Axis Bank-HR 9867078228 purvi.pacharne@axisbank.com

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t 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 managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895

Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assess their risk &providing investment options.Responsibl for achieving targets as assigned by the organizationon a monthly basis

Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvement in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently CTC 7.5 TO 18 LPA More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com No Charges,

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 15 to 18 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

Role & responsibilities Dealing with Ultra 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 cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

• Increase database by meeting clients and taking reference from existing to build AUM. • have knowledge of products like Insurance, fixed income, mutual funds. • understand portfolio in terms of risk, to achieve financial goals.

Role & responsibilities Understanding of AIF Compliance and regulations of CAT I, II & III Quarterly SEBI Report/STPI Repot ISIN Creation on NSDL & CDSL Dematerialisation of AIF Units Processing of Dealing Instruction for Off-Market transaction like IPO/Anchor Trade Confirmation over steady platform & Settlement Understanding of Management fee and NAV calculation Distributor Commission calculation Advanced Tax Income statement. Preparation of Form 64C working and TDS validation for AIF. Annual Income statements to investors. K1 & K3 reporting. Daily transactions uploading and Fund Accounting in internal software. Finalization of accounts and Closing of Statutory Audit Daily Reconciliations (Holdings, Bank, AUM, etc) Diligently, distributing income and expenses at investors level on the funds basis of the units, holding and providing the TDS amount that AIF company deducts & pay to income tax before making payment to investors. Automations and Projects. Have good knowledge of AIF clients On-boarding, KYC and Operations. Working with management and team to meet company goals and targets. Addressing questions, complaints, and concerns raised by investors and distributors. Co-ordination with the clients, distributors, and internal stakeholders. Handling Internal and Statutory Audits.

1) Communication a) Advisory Team For client advisory related issues and product related queries and escalations b) Operation Department For coordinating with the operations team to ensure accurate booking of business revenue, streamlining of Ops processes and driving new initiatives in operations such as client onboarding . c) Sales Team For resolving any queries relating to CRM and other internal applications by taking assistance of the business analyst of the PWM business d) IT To ensure adherence set IT processes and resolution of system related issues e) Customers Resolution of queries Preferred candidate profile Educational Qualifications: MBA Experience: 2+ Years Domain Knowledge: Operations background required and Knowledge of the Wealth Management Business preferable IT Skills: Proficient in MS Office products (Excel, Word, PowerPoint & Outlook)

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad 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 meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. Regards, Sandipa D 7980475998

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading broking firm. Responsibilities: Build and maintain strong client relationships. Analyze sales data and refine strategies to meet targets. Conduct product consultations and presentations to close deals. Identify and pursue new sales opportunities. Resolve client issues promptly for high satisfaction. Coordinate with internal teams for smooth operations. Generate reports and forecasts to support business growth. Ensure compliance with internal policies. Requirements: Minimum 1 year of experience in sales/distribution. Proficient in MS tools, CRM, BI, SQL. Strong communication, negotiation, and problem-solving skills. Ability to prioritize, work under pressure, and meet deadlines. Experience in financial services and treasury products is a plus. Skilled in identifying opportunities and driving sales team performance. Familiar with sales forecasting and execution. Experience - 8 TO 15 Years NISM V should be completed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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 like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Pleasing and positive attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Share me resume on - charvi.a@ipsgroup.co.in.

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 relationship management skills, strategic thinking, and a deep understanding of capital markets. Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the distributors. Help distributors on joint calls. Key Skills & Requirements: Minimum 2 years in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to engage, and support partners effectively. Willingness to continuously update knowledge on capital markets and investment trends. Goal-driven, with a passion for achieving and exceeding sales targets. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

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