549 Aif Jobs - Page 7

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 collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

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 analyze annual reports for enhanced client engagement. • Support new client acquisition efforts and build long-term, high-value relationships. • Stay updated with market news, financial trends, and regulatory developments. • Attend post-result conference calls, analyst meets, and other knowledge-enhancing events to improve service delivery. • Leverage personal and professional networks to open quality accounts.

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 applicable under AIF Regulations, SEBI laws, RBI guidelines and company law. Key Responsibilities: Ensure full compliance with SEBI regulations, AIF rules, RBI guidelines, and company law provisions. Oversee and guide all regulatory and operational facets of the AIF in accordance with SEBI guidelines. Develop and manage investment strategies, portfolio construction, and risk assessments. Supervise fund administration, investor relations, and timely preparation of investor reports. Coordinate the submission of statutory and regulatory filings. Act as liaison with auditors, legal advisors, and regulatory authorities. Monitor regulatory changes and industry trends and implement relevant updates to fund policies. Qualifications & Experience: Bachelor’s or master’s degree in finance, accounting, business management, commerce, economics, capital markets, or banking from a university/institution recognized by the Government of India or a foreign equivalent. CFA or equivalent professional designation is a strong plus. Minimum 5 years’ experience in asset management, fund operations, or investment management roles. In-depth knowledge of SEBI AIF Regulations, compliance frameworks, and fund governance practices. Remuneration: Competitive salary aligned with industry standards and commensurate with experience.

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 reports, including monthly, quarterly, and annual filings with IFSCA • Assist in drafting and maintaining compliance manuals, SOPs, and internal policies. • Ensure timely submission of regulatory forms, including AIF returns, KYC, and AML reporting. • Coordinate with auditors, legal advisors, tax consultants, and regulators. 3. Fund Operations • Handle investor onboarding (including KYC, FATCA, CRS compliance). • Coordinate capital call and distribution notices, fund flows, and reporting to investors. • Work with custodians, bankers, fund administrators, and portfolio managers for smooth transaction execution. • Maintain investor records, drawdown schedules, commitment tracking, and performance reporting. 4. Others • Manage documentation including board minutes, investor communications, and vendors & service provider agreements. • Support in organizing board and investor meetings, keeping minutes, and ensuring necessary resolutions are passed and filed. • Maintain physical and digital filing systems for statutory and operational documents. Candidate Profile: CA / CFA / CS / MBA Finance with 5 years+ experience (relevant experience is preferred)

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 partners, self-sourcing, client referrals and building relationships with large family offices. Cross-sell of company's products, generate awareness about the brand and various basket of products. Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. Understanding the clients requirements & recommending the strategy accordingly Network with clients to identify avenues for new business opportunities Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. Interested candidates shared resume on snehal@topgearconsultants.com

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. Implement data mappings, validations, and transformations within AIF. Collaborate with functional teams to integrate AIF with modules like SD, MM, FI. Integration and Interface Management: Build interfaces using IDocs, BAPIs, RFCs, and Proxies. Work with SAP PI/PO teams for seamless middleware integration. Troubleshoot integration issues, including interface failures and queue monitoring. System Support & Documentation: Provide production support for ABAP and AIF solutions. Participate in system upgrades, patches, and enhancements. Maintain technical documentation including TS/FS documents, test cases, and deployment notes. Team Collaboration & Communication: Liaise with cross-functional teams including Basis, Functional, and Middleware. Participate in requirement gathering, technical reviews, and design discussions. Mandatory Skills: Minimum 4+ years of experience in SAP ABAP development. Expertise in: Core ABAP (Reports, ALV, Module Pool, SmartForms, Workflows) Enhancements (User Exits, BAdIs, Enhancement Framework) Interface development (IDocs, RFCs, BAPIs, Proxies) Hands-on experience with SAP Application Interface Framework (AIF) : Interface configuration Error handling and monitoring Data transformation and validations Preferred Skills (Good to Have): Exposure to SAP PI/PO integration scenarios. Basic understanding of SAP Basis-related concepts (RFC, queues). Experience in Agile or fast-paced development environments. Strong debugging and performance optimization skills. Understanding of SAP modules like SD, MM, FI and integration scenarios.

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 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 with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF)

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 analytics. Knowledge of OData services development for building efficient and standardized APIs. Expertise in ABAP Managed Database Procedures (AMDP) for optimized database operations. Experience with S/4 HANA migration, data migration, and system conversion is desirable. Understanding of SAP functional areas in Finance (FI/ CO), Materials management (MM), and Netweaver Portal Strong knowledge of FI/ CO and MM is mandatory. Other areas are beneficial Demonstrated experience with large Enterprise ERP implementations in the areas of technical design specification, development and performing tuning The candidate should have good client facing qualities and should independently lead a team Should have experience in creating and configuring Web services, Functional testing on SOAP. Implementing enhancements using USER-EXIT and BADI's to suit business requirements Experienced in real time monitoring of SAP ECC applications to support business activities. Experience in developing interfaces between SAP and non-SAP systems using various integration technologies such as IDocs, RFC, SOAP, REST, HTTP, FTP, SFTP, SMTP, JMS, AMQP Knowledge and experience in SAP PI/PO and CPI for interface development and integration, including various protocol interfaces. Design and implement interfaces between SAP S/4HANA and non-SAP systems, ensuring seamless data integration and system interoperability. Must Have Skills: Must be expertise in development, support and Migration of Software Applications in SAP R/3 ABAP/4 programming & S/4 HANA. Must have worked on Interfaces using IDOCs, ALE, Proxies, Enhancements, EDI, RFC, CDS & ODATA Must have strong business understanding and suggest SAP solutions for various business Scenarios Ability to help resolve complex technical issues and independently manage critical/complex Situations. Specific knowledge and tools Excellent communication & strong collaboration skills Flexible to adapt to fast changing environment and self-motivated Open minded Creating technical design specifications to ensure compliance with the functional teams and IT Management Analytical thinking, high level of comprehension and independent working style. Familiarity with the IT Service Management (ITSM) framework and processes, including incident management, problem management, change management, and service request management. Seeking candidates who are flexible and willing to work on shifts as required.

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, Function Module development, AIF, and Spool programming • Experience with Core Data Services (CDS) views for data modeling and custom analytics. • Knowledge of OData services development for building efficient and standardized APIs. • Expertise in ABAP Managed Database Procedures (AMDP) for optimized database operations. • Experience with S/4 HANA migration, data migration, and system conversion is desirable. • Understanding of SAP functional areas in Finance (FI/ CO), Materials management (MM), and Netweaver Portal Strong knowledge of FI/ CO and MM is mandatory. • Other areas are beneficial Demonstrated experience with large Enterprise ERP implementations in the areas of technical design specification, development and performing tuning • The candidate should have good client facing qualities and should independently lead a team • Should have experience in creating and configuring Web services, Functional testing on SOAP. • Implementing enhancements using USER-EXIT and BADI's to suit business requirements • Experienced in real time monitoring of SAP ECC applications to support business activities. • Experience in developing interfaces between SAP and non-SAP systems using various integration technologies such as IDocs, RFC, SOAP, REST, HTTP, FTP, SFTP, SMTP, JMS, AMQP • Knowledge and experience in SAP PI/PO and CPI for interface development and integration, including various protocol interfaces. • Design and implement interfaces between SAP S/4HANA and non-SAP systems, ensuring seamless data integration and system interoperability. Must Have Skills: • Must be expertise in development, support and Migration of Software Applications in SAP R/3 ABAP/4 programming & S/4 HANA. • Must have worked on Interfaces using IDOCs, ALE, Proxies, Enhancements, EDI, RFC, CDS & ODATA • Must have strong business understanding and suggest SAP solutions for various business Scenarios • Ability to help resolve complex technical issues and independently manage critical/complex Situations. Specific knowledge and tools • Excellent communication & strong collaboration skills • Flexible to adapt to fast changing environment and self-motivated • Open minded • Creating technical design specifications to ensure compliance with the functional teams and IT Management • Analytical thinking, high level of comprehension and independent working style. • Familiarity with the IT Service Management (ITSM) framework and processes, including incident management, problem management, change management, and service request management. • Seeking candidates who are flexible and willing to work on shifts as required.

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 with asset collection. Ensure 2-3 client meetings are done per day within your territory. 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) Interested candidates please share CVs on achut.meka@branch.sharekhan.com or WhatsApp : 9966299297

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 for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience Candidates willing to shift along with their teams are welcome Non Sales experience not handling portfolio kindly do not attempt Perks and benefits CTC ; 22 - 30 lacs (Negotiable & not a constrain for the right candidate)

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 informative well-organized presentations. Understands how to communicate difficult/sensitive information tactfully. Ensures issues areidentifiedtracked reported on and resolvedin a timely manner. Reports his/her progress periodically to project manager andassiststhem in reporting. Customize and configure the system according to business requirements Train end users andunderstand requirementsfrom client Managing the L3/L2L1 Support tickets and achieve towards closure Identification of process related gaps would be an added advantage Skills Required 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 standards and guidelines Knowledge on Installation and configuration Strong Knowledge of Messaging,Customizationand Integration Perform technical trouble shooting andprovidetechnical support to customerissues Strong experience in X++/SSRS/AIF/DIXF Experience in deployment and migration using AX tools and techniques such asDMF Experience in customization and engineering projects work experience is must. Knowledge onSSAS and SSIS is preferred. Experience in report development- SSRS Experience in preparing Technical Design Document, Solution Architecture, Deployment, Operations guides, Readiness Plans Post-liveTechnicaltraining andTechnicalsupport Assistin the design ofAXconfigurationand customization to meet the business process design and application requirements Engage in discussions with functional consultants Ensures no deadlines of projects are slipped and takes ownership for given deadlines Expected to be flexible with time and capable of working in a Process oriented environment Exposure to TFS Online VSO Excellent in written and verbal communication skills Good in co-ordination with cross group cross teams Exposure to Agile and Waterfall Delivery Models.Good understanding of Scrum& ITILprinciples. Educational Qualifications B.E/B.Tech/ M.C.AMsc-CS/Equivalent MicrosoftDynamics AX Development Certification desirable

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 in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank - 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 - Financial Planning and Investment Advisory to HNI clients Preferred Candidate Profile- *** Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading Location- South Mumbai / Across all region Interested candidates directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

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 part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 11000 crs across various funds and simultaneously is in the process of raising capital. Summary: We're looking for a dynamic Sales professional for the South (Hyderabad) region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: 1. Sales Strategy & Execution: - Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. - Identify and pursue new business opportunities, including expansion into new markets within the regio - Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly 2. Client Relationship Management: - Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals - Ensure high levels of client satisfaction through regular engagement and delivering value-added services 3. Revenue Growth & AUM Expansion: - Drive revenue growth by increasing sales of the company's asset management products and services - Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients 4. Reporting & Analysis: - Prepare regular sales reports, forecasts, and performance analyses for senior management - Use data-driven insights to make informed decisions and adjust strategies as needed Compliance & Risk Management: - Ensure all sales activities are compliant with regulatory requirements and company policies - Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships Academic Qualification and Experience: - Qualification Essential: MBA / CA / CFA - 5-8 years of experience in Asset Management or Financial Services Industry - Knowledge, Competency and Skills requirement: - Proven track record of achieving sales targets and driving revenue growth in the regional role - Strong leadership ad team management skills - Deep understanding of financial products, investment strategies, and asset management industry - Excellent in Communication, Negotiation and Interpersonal skills - Strategic thinker with strong analytical and problem-solving skill - Ability to build and maintain strong client relationships - Knowledge of regional market

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 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.

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 standards and guidelines Knowledge on Installation and configuration Strong Knowledge of Messaging, Customization and Integration Perform technical trouble shooting and provide technical support to customer issues Strong experience in X++/SSRS/AIF/DIXF Experience in deployment and migration using AX tools and techniques such as DMF Experience in customization and engineering projects work experience is must. Knowledge on SSAS and SSIS is preferred. Experience in report development- SSRS Experience in preparing Technical Design Document, Solution Architecture, Deployment, Operations guides, Readiness Plans Post-live Technical training and Technical support Assist in the design of AX configuration and customization to meet the business process design and application requirements Engage in discussions with functional consultants Ensures no deadlines of projects are slipped and takes ownership for given deadlines Expected to be flexible with time and capable of working in a Process oriented environment Exposure to TFS Online / VSO Excellent in written and verbal communication skills Good in co-ordination with cross group / cross teams Exposure to Agile and Waterfall Delivery Models. Good understanding of Scrum & ITIL principles. Educational Qualifications B.E/ B.Tech / M.C.A / Msc-CS/Equivalent Microsoft Dynamics AX Development Certification desirable.

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 service experience. Key Responsibilities Client Advisory & Relationship Management Build and maintain strong relationships with HNW clients by understanding their financial goals and risk appetite. Deliver tailored investment strategies and financial recommendations across asset classes. Conduct regular portfolio reviews and present performance insights. Effectively represent Alphas offerings and ensure consistent client engagement. Stay updated on market trends, investment products, and regulatory developments to provide well-informed guidance. Client Operations & Support (As Needed) Assist in executing client instructions such as transactions, switches, redemptions, and SIPs when required. Coordinate with internal teams to ensure timely processing and accurate documentation. Provide support for client queries, reporting needs, and basic service requests, ensuring smooth follow-through. Help maintain compliance and service standards, stepping in for operational coordination if necessary. What We’re Looking For Solid understanding of financial products and investment instruments. Experience in wealth management, financial advisory, or client servicing. Strong interpersonal and problem-solving skills. A structured, detail-oriented approach with a collaborative attitude. Commitment to client-first service with professionalism and integrity. Educational Qualification: Any Graduate; prior experience in the Mutual Fund or Wealth Management industry preferred.