549 Aif Jobs - Page 8

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)

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

We are seeking a detail-oriented and experienced AIF Cat II Fund Accountant to join our dynamic team. The ideal candidate will be responsible for managing the accounting and financial reporting for Alternative Investment Funds (AIF) categorized under Category II. This role requires a strong understanding of fund accounting principles, regulatory requirements, and the ability to work collaboratively with various stakeholders. Key Responsibilities: Prepare and maintain accurate financial records for AIF Cat II funds, including general ledger entries, reconciliations, and financial statements. Ensure compliance with regulatory requirements and internal policies related to fund accounting. Assist in the preparation of periodic financial reports, including NAV calculations, investor statements, and performance reports. Collaborate with investment teams to ensure accurate recording of transactions and timely reporting of fund performance. Conduct regular reconciliations of cash and positions with custodians and counterparties. Support the audit process by providing necessary documentation and responding to auditor inquiries. Monitor and analyze fund expenses, ensuring proper allocation and reporting. Stay updated on industry trends, regulatory changes, and best practices in fund accounting. Assist in the development and implementation of accounting policies and procedures to enhance operational efficiency. Qualifications: Bachelors degree in Accounting, Finance, or a related field; professional certification (e.g., CPA, CFA) is a plus. Minimum [X] years of experience in fund accounting, preferably with AIFs or similar investment vehicles. Strong knowledge of accounting principles, financial reporting, and regulatory requirements for AIFs. Proficiency in accounting software and Microsoft Excel; experience with [specific software, if applicable] is a plus. Excellent analytical and problem-solving skills, with a keen attention to detail. Strong communication and interpersonal skills, with the ability to work effectively in a team environment. Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

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

Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Asia/Europe/US regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 5 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to AVP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Responsible to review/prepare the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end. Providing support in Audits for funds in the preparation on financial statements. Complete audit reviews and ensure identified issues are documented and tracked to closure. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge Fund administration or related industry experience. M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. An ability to think critically and objectively. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an AVP Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of relevant experience in the Administration of AIFs and corresponding Accounting, valuations & NAV calculations as per SEBI & IFSCA guidelines. Good understanding of performance fee calculation based on series & equalization accounting. Reporting The position reports to VP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 10,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development

AVP - Hedge Fund Accounting Mumbai/Ahmedabad (Gift City) India Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an AVP Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of relevant experience in the Administration of AIF’s and corresponding Accounting, valuations & NAV calculations as per SEBI & IFSCA guidelines. Good understanding of performance fee calculation based on series & equalization accounting. Reporting The position reports to VP – Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 10,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA – Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/

locationsGift City, Hiranandani SignatureMumbai, Turbhe MiDC RoadMumbai, Raiaskaran Tech Park time typeFull time posted onPosted 5 Days Ago time left to applyEnd DateApril 30, 2025 (1 day left to apply) job requisition idJR-0009112Supervisor - Hedge Fund Accounting Gandhinagar (Gift City) India Shift Timings- Based on Business Requirements The successful candidate will join the Fund Services team as an Assistant Vice President Fund Accounting and will be closely working with Client Service Managers in connection with the performance of duties related to the administration of Alternative Investment Category III Funds (AIF) registered with IFSCA. Candidate should have around 9 plus years of relevant experience in the Administration of AIFs and corresponding Accounting, valuations & NAV calculations as per SEBI & IFSCA guidelines. Good understanding of performance fee calculation based on series & equalization accounting. Reporting The position reports to VP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 10,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required 8+ years Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development What you will get in return A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://apexgroup.com DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary 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 Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company'

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross – sell products to existing clients and update them about the primary and secondary 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 Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company'

Profile of the candidate M2 (Deputy Manager): CA inter/MBA/ upto 2 year experience, preferable in a VC/PE or financial services sector. Soft skills required – Affable and independent style of work approach Role requirement: Candidate will be part of the Finance and Operations - fund management, accounting, audit, valuation, taxation, finance operations, reporting and compliance, investor relations and related matters. Fund administrationCo-coordinating with the Administrators for current funds; Assist in tracking and working on different aspects of the fund – Management fees, expenses invoice, NAV calculation, distribution of capital, IRR working, Financials and Sebi regulatory reporting; Assist with Monthly, Quarterly, Half Yearly and Annual reporting with respect to Funds to client and assisting in Client queries; Addressing client queries, due diligence and ad-hoc requirements, Interacting with clients where required. Interacting with various departments for information and material as required Follow a close checklist approach to ensure effective co-ordination amongst all stakeholders. Utilizing software such as Wealth Spectrum, Mfund for product and report creation. PMS/AIF related information and regulatory details, etc. New product development across HNI/AIF/PMS. Team management and skilling as required. Developing the department by exploring internal and external solutions. Knowledge & Essential Skills Sound knowledge of capital markets and MF/AIF/PMS products, including competing alternatives Reliable, rigorous with analytical skills, problem-solving and sense of priorities Keen focus on execution & outcomes Ability to capture ideas and present them with simplicity, clarity and thoroughness. Constantly upping the standards and delivering with energy and ownership. Excellent communication skills, both written and spoken. Good with drafting and presenting corporate material. Highly proficient in MS Office, especially Excel and PowerPoint, etc Candidate can look forward to being part of a journey that will challenge and reward in a manner few others will. Experience gained in the role will cover a wide spectrum of activities in the business, with frequent exposure to new initiatives. Reporting to:Chief Manager DesignationDeputy Manager Location:

Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP ABAP Development for HANA Good to have skills : SAP UI5 DevelopmentMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. A typical day involves collaborating with various teams to understand their needs, developing solutions that align with business objectives, and ensuring that applications are optimized for performance and usability. You will also engage in problem-solving activities, providing support and enhancements to existing applications while staying updated with the latest technologies and methodologies in application 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.- Facilitate knowledge sharing sessions to enhance team capabilities.- Monitor project progress and ensure timely delivery of application features. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP ABAP Development for HANA.- Should have at least one SAP S4 Implementation experience with knowledge on CDS, RAP ABAP or having experience in SLT and SAP AIF for CFIN Implementation- Should be proficient in all the RICEFW objects following SAP Clean Core Methodology- Strong understanding of application lifecycle management for SAP Implementation- Experience in performance tuning and optimization of SAP applications like implementing CDS/AMDP and Code Pushdown techniques. Additional Information:- The candidate should have minimum 5 years of experience in SAP ABAP Development for HANA.- This position is based in Hyderabad.- A 15 years full time education is required. Qualification 15 years full time education

Position Area Manager - Pioneer Banking Reports to- Regional Head - Pioneer Banking Location : Bangalore Overall Job Description Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Team Handling. Manage the portfolio to de-risk against attrition and achieve stability of book. Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI, PMS, AIF, Mutual Funds and other products Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Have complete knowledge of the customer base in terms of profile, demographics & psychographics and assets in bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Preferred candidate profile Excellent communication skills. Developing and implementing effective sales strategies. Establish productive and professional relationships with key personnel in assigned customer accounts. Good understanding of company systems policies, procedures and standards. Proficient in work scheduling, change control, problem resolution. In depth understanding of Core Banking system will be an added advantage Perks and benefits Best in industry. Interested candidates can share their resume at jasmine.sawhney@indusind.com

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and 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

Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Preferred candidate profile Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Reporting to: Channel Manager CTC 6.5 LPA to 15 LPA plus attractive incentive Interested candidate's share your cv in mail or wats app Mail anusha@avaniconsulting.com WAtsapp 9003875895

Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeeping regulatoryrecords Preparing dashboards and trackers for regulatory reportings/ filings Supporting in development andimplementation of policies, procedures, other documents and establishment andmaintenance of processes and controls governing business activities, such asmanuals, codes of conduct, practice notes, and the likes, to comply withapplicable laws, rules and regulations. Assessing the adequacy of compliancepolicies, procedures and guidelines, resolving any identified deficiencies, andformulating proposals for revisions or amendments Providing comprehensive support duringregulatory audits, inspection and queries Coordinating with internal auditors forproviding data and clarifications Assisting in statutory, internal andspecial audits by collating data, and conducting preliminary review Preparing agenda and minutes of the IMBoard for AIF business activities Assisting in various system developmentsand automation initiatives Expected skill sets: 8+ years of experience and workingknowledge in compliance and governance function Experience in AIF/AMC preferred Ability to manage stakeholders, collaborateacross teams and build relationships Ability to work in a high volume,fast-paced environment with shifting priorities Demonstrated problem-solving andsolution-orientation with limited directions Articulate, and able to express thoughtsclearly in oral as well as written communication

Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeeping regulatoryrecords Preparing dashboards and trackers for regulatory reportings/ filings Supporting in development andimplementation of policies, procedures, other documents and establishment andmaintenance of processes and controls governing business activities, such asmanuals, codes of conduct, practice notes, and the likes, to comply withapplicable laws, rules and regulations. Assessing the adequacy of compliancepolicies, procedures and guidelines, resolving any identified deficiencies, andformulating proposals for revisions or amendments Providing comprehensive support duringregulatory audits, inspection and queries Coordinating with internal auditors forproviding data and clarifications Assisting in statutory, internal andspecial audits by collating data, and conducting preliminary review Preparing agenda and minutes of the IMBoard for AIF business activities Assisting in various system developmentsand automation initiatives Expected skill sets: 8+ years of experience and workingknowledge in compliance and governance function Experience in AIF/AMC preferred Ability to manage stakeholders, collaborateacross teams and build relationships Ability to work in a high volume,fast-paced environment with shifting priorities Demonstrated problem-solving andsolution-orientation with limited directions Articulate, and able to express thoughtsclearly in oral as well as written communication

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet 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 managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Job Summary: We are seeking a dynamic and result-oriented Wealth Manager – AIF & PMS” to join our team. The ideal candidate will be responsible for driving sales, expanding our business footprint, and developing strong relationships with distributors, including National Distributors and Independent Financial Advisors (IFAs). Key Responsibilities: • Candidate must Develop and maintain strong and close relationships with distributors (National Distributors, Independent Financial Advisors) • Should be keen in Driving sales and expanding business foot prints by empaneling distribution channels partners, identifying new opportunities, and increasing market share. • Should learn and possess a strong understanding of equity markets, Alternate Investment Products or similar products, understand market trends, and regulatory requirements. • Develop and implement effective distribution channels to achieve business objectives. • Monitor and analyze own distribution methods, its performance, identify areas for improvement, and implement corrective actions. • In later stage of his career with company, candidate should be able to Lead and motivate a team of distribution professionals, providing guidance, coaching, and support. • Ensure compliance with industry regulations and standards at all times. • Build and maintain strong relationships with key stakeholders, including distributors, clients, and internal teams. • Effectively communicate product information, market trends, and sales strategies to distributors • Negotiate contracts and pricing with distributors. Requirements: • Minimum 2 years of experience in Wealth Management, AIF, PMS, or related financial sales roles. • Strong understanding of equity markets, AIF & PMS products, and distribution channels. • Excellent relationship-building and negotiation skills. • Self-driven, target-oriented, and capable of expanding the business footprint. • Ability to work independently and as part of a team.

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

To maintain corporate records, compliance with SEBI & other regulatory authorities, corporate governance, & facilitating smooth operation of the company’s boards and committees, with a particular focus on the AIF and PMS businesses. Required Candidate profile Qualified Company Secretary (ACS)from (ICSI). LLB or equivalent qualification is preferred 8-10 years of ex. in C.S.roles, preferably in an Asset Management Company, PMS, or AIF industry I

About Us : Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 2 schemes under Cat I - SSF with a current gross AUM of approximately 862 crores. The AMC has applied for 2 new schemes under Cat I with SEBI having target corpus of INR 2000 crores. Key Responsibilities: Responsible for day-to-day management of the company. Overseeing all business and operation activities of the company to ensure the desired result consistent with overall strategies of the Board. Mobilise resources as per business plan of the company. Make high quality investment decision to advance the business and increase profits. Maintain a deep knowledge of the market and industry. To comply with all regulatory guidelines. Qualifications: Post graduate diploma in business management or Chartered Accountant. Experience: Minimum 10 years in similar industry Soft Skills: Act as a principal spokesperson of the company in engaging with cross section of stakeholders. He should be effective communicator. Benefits: Competitive salary and performance-based bonuses. Health insurance. Friendly and supportive work environment.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth