549 Aif Jobs - Page 9

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

Role & Responsibilities: Provide research-based investment advice in Mutual Funds, Insurance, PMS, and Structured Products. Manage client relationships through regular client visits and meetings. Recommend appropriate financial products to meet client needs and achieve business targets. Focus on product penetration and increasing the clients wallet share . Identify and acquire new clients , especially HNI and wealth segment customers. Preferred Candidate Profile: Minimum 7 years of experience in Wealth Product Sales . Graduate or Postgraduate from any stream with relevant experience. Strong relationship management and client servicing skills. Excellent communication and presentation abilities. In-depth knowledge of investment products is mandatory. Proven ability to manage and acquire HNI clients . Perks & Benefits Bi-annual appraisal program for performance recognition. Fixed CTC growth twice a year , based on performance. Attractive quarterly incentives to reward achievements and business success.

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

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

Job Description : Extensive knowledge in Reports using object oriented progamming Extensive knowlege in Enhancements techniques - BADIs, Enhancement spots, BTEs, Explicit and implicit enhancements. Must have knowledge in smartforms. Must have knowledge on file interfaces & ALE IDOCs. Must have good knowledge in debugging Good to have knowledge on BTEs, FI substitutions and validations Good knowledge on Workflow & ODATA, adobe forms good to have knowledge in latest ABAP coding paradigm & syntax (7.50+). Good knowledge in RFC s (synchronous & Asynchronous). Knowledge in AIF, CDS, AMDP is added advantage. Basic knowledge in Fiori & its architecture.

This is a full-time, on-site role for a Relationship Manager, located in *Kochi- Kerala*. Qualifications- NISM 5 & 8 ( is a MUST ), Bachelor’s Degree.

Roles & Responsibilities Coverage Meeting distribution fraternity in micro markets and creating brand visibility Product Empanelment Onboarding and product launch Training and mentorship of distributor team Client meetings with distribution partners Documentation and closure Build the company’s distribution initiatives and relationships with key distributors Engage in increasing market share & visibility amongst select key distributors and manage new distributor empanelment. Take calls with distributors 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, distributor’s visits, con-calls, etc. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant updation on new products & best practices. Have a strategic mindset which focuses on long term growth even though targets need to be met every quarter. Own recruiting, objectives setting, coaching and performance monitoring of channel partners Build and promote strong, long-lasting partner relationships by engaging with them and understanding their needs. Spearheads the preparation and presentation to client of proposals and all client presentations. Identify emerging markets and market shifts while being fully aware of new products and competition status. Works within a matrix environment to achieve cross-functional strategic goals. Develop and implement new initiatives, strategies and programs to capture key demographics.

10 to 15 years of experience required in Business Development for AIF/PMS business Gurgaon Location As the Head of Business Development, you will play a pivotal role in driving revenue growth by strategically offering AIF/PMS products to HNI, UHNI, and corporate clients. The primary responsibilities will include developing and executing comprehensive business development strategies, establishing and nurturing client relationships, and achieving sales targets. Key Responsibilities: Strategic Planning: Develop and implement a robust business development strategy for AIF/PMS products. Identify and prioritize target markets and segments to maximize revenue opportunities. Client Acquisition: Cultivate and expand relationships with HNI, UHNI, and corporate clients. Proactively identify new business opportunities and partnerships. Leverage existing networks and establish a strong presence in the market. Sales Execution: Lead the end-to-end sales process, from prospecting to deal closure. Conduct product presentations, workshops, and engage in consultative selling. Collaborate with the product and investment teams to tailor solutions to client needs. Market Information: Stay abreast of industry trends, competitor activities, and market dynamics. Provide timely and insightful feedback to enhance product offerings and marketing strategies. Cross-functional Collaboration: Work closely with internal teams, including marketing, legal, and operations, to ensure seamless execution of business initiatives. Collaborate with senior leadership to align business development goals with overall company objectives. Qualifications: Bachelor's degree in Business, Finance, or related field (MBA preferred). Proven track record of successfully working with AIF/PMS products to HNI, UHNI, and corporate clients. Extensive experience in financial services, with a deep understanding of investment products and markets. Strong network within the financial industry and the ability to build and maintain relationships. Exceptional communication and presentation skills. Leadership experience and the ability to lead a high- -performing business development team.

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH OTHER GROUP COMPANIES TO PROVIDE SEAMLESS ACCESS TO OTHER PRODUCTS. MAINTAINS COMPLETE RELATIONSHIP RECORD FOR ASSIGNED CUSTOMER ACCOUNTS. JOB REQUIREMENT: DEVELOPING AND MAINTAINING BANKING RELATIONSHIPS WITH A SELECT GROUP OF HIGH NET WORTH CUSTOMERS THROUGH INDIVIDUALIZED CUSTOMER SERVICES. ADEPT AT CONSTRUING FINANCIAL REPORTS & HANDLING MIS GENERATION. POST GRADUATE - 6 -10 YEARS OF EXPERIENCE AMFI / IRDA

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals 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 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' Best Regards Priyanshi

Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

About the job: Exciting opportunity to join a top performing private equity firm as a Compliance Officer. The Compliance Officer will play a critical role in ensuring that our firm and its funds adhere to all relevant laws, regulations, and internal policies. The ideal candidate will have a strong understanding of regulatory environment and a commitment to upholding the highest standards of integrity and ethical conduct. The ideal candidate should be an undergraduate from a Tier 1 college and have additional qualifications of being a CS LLB. The ideal candidate should have 7-10 years of work experience in the compliance role preferably at an AIF MF PMS. The ideal candidate should be a self-driven individual with a positive personality and be able to work well in a cross-functional team. Broad Scope of Work Ensure complete compliance with all constituent documents of the Funds and regulatory requirements PPM Audit and other Audits: Liaising with the auditor sharing requested information with the auditor, ensuring information accuracy, document formatting and timely completion Preparing reviewing receiving management clearance completing accurate regulatory filings in a timely manner and sourcing back up documents: FATCA CRS, FLA, Transaction related filing and reporting (pre and post), Form InVi, SEBI quarterly report, SEBI annual Compliance Test Report, PPM Audit reporting Ensuring timely investor internal reporting and communication: scheduled and immediate Assisting in timely completion of transaction related conditions precedent conditions subsequent on an as required basis Updating the team and ensuring SEBI compliances as per regulations and circulars (including new updates), internal policy compliances, compliance with Fund Documents, new investor clearances - implementation, preparing reports, monitoring, reporting and taking requisite action Ensuring timely World Check screening of investors, portfolio companies, UBOs, service providers and others as applicable and report escalate take action as required Reviewing all applicable regulatory portals such as SCORES, ODR etc. at frequent intervals and report escalate take action as required Reviewing applicable policies and updating them periodically Reviewing updating applicable NDAs, Agreements and Engagement Letters Respond to contributor queries, emails and other requests sent to the Fund Respond to queries, emails and other requests notices from Government and regulatory bodies, file responses rectifications and ensure complete satisfactory closure Execute pledge process prepare other process notes forms required by distributors contributors others Ensure timely communication to Trustee contributors on Fund matters reporting as required Leading providing support for new legal compliance related initiatives as and when needed Providing support to the team as and when needed across activities.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party Product Manufacturers, and all the stake holders. 7) To ensure highest level of service to customers in terms of advisory, address operational issues, and give timely solutions for the same which will play a differentiator for this segment.

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. 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 Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated 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 candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- 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 AMC 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. * Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. * Create an incremental SIP Book * Will be responsible for achieving New Business development targets by reactivating / activating new clients. * Ensure all clients are met on a regular basis. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location- Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi, Coimbatore, Pune, Indore,Telangana, Delhi, Trivendrum, Vadodra Exp.- 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) 1) Handling NRI Clients for Equity Broking 2) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 3) Experience in handling B2C

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. 9) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location- Ahmedabad,Surat,Chennai,Kolkata,Bengaluru,Mumbai,Hyderabad, Pune, Trivendrum, Delhi,Vadodra