Job description Designation:- Sr.Wealth Manager Job Location:-Pune & Nashik Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients. Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products. Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance. Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process. Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions. Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns. Identify and pursue new business opportunities to expand the client base. Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. • Prepare and present detailed investment reports and performance updates to clients Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field. CFA, CFP, or other relevant certifications are highly desirable. Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field. Strong knowledge of investment products, financial markets, and regulatory requirements. Excellent communication, presentation, and interpersonal skills. Ability to build and maintain long-term client relationships. Strong analytical and problem-solving abilities. Proficiency in financial planning software and Microsoft Office Suite If you are interested send CV :- pranali@aifpms.com 8855048871
Job Title: Senior Accountant Location: Ghatkopar, Mumbai Experience Required: Minimum 2 to 4+ years Joining Requirement: Immediate Key Responsibilities: Billing & Invoicing: Generate and issue invoices to clients; maintain accurate billing records. Account Reconciliation: Ensure account balances are accurate and reconcile discrepancies. Brokerage Calculation: Compute and process brokerage payments accurately. Distributor Payments: Manage and execute timely payments to distributors. Employee MIS Reports: Prepare and maintain Management Information System (MIS) reports for employees. AIF & PMS Reporting: Compile and generate reports for Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). Excel Maintenance: Maintain detailed financial tracking and reporting spreadsheets. Accounting Entries: Perform accounting tasks using Tally software. GST Filing: Prepare and file Goods and Services Tax (GST) returns in accordance with regulations. TDS Compliance: Handle monthly and quarterly TDS calculations and filings. Audit Preparation: Support audit processes by preparing and providing necessary documentation. Professional Tax Compliance: Ensure compliance with professional tax requirements. Advance Tax Management: Calculate and manage advance tax payments. Tax Return Filing: Oversee accurate and timely tax return submissions. Income Audit Support: Assist with income audits and provide relevant financial data. Candidate Requirements: Bachelor's degree in Accounting, Finance, or related field. Minimum of 2 to 4 years of relevant experience, preferably with a Chartered Accountant (CA) firm. Proficiency in Tally and Microsoft Excel is essential. Strong analytical and problem-solving skills. High attention to detail and accuracy. Ability to work independently as well as collaboratively in a team environment. Excellent communication and interpersonal abilities. How to Apply: pranali@aifpms.com 8855048871
Designation: Sr.Wealth Manager Job Location:-Pune & Nashik Required :- Only Male candidate Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients. Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products. Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance. Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process. Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions. Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns. Identify and pursue new business opportunities to expand the client base. Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. • Prepare and present detailed investment reports and performance updates to clients Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field. CFA, CFP, or other relevant certifications are highly desirable. Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field. Strong knowledge of investment products, financial markets, and regulatory requirements. Excellent communication, presentation, and interpersonal skills. Ability to build and maintain long-term client relationships. Strong analytical and problem-solving abilities. Proficiency in financial planning software and Microsoft Office Suite If you are interested send CV :- pranali@aifpms.com/8855048871
Required :- Only Male cadidate Responsibilities :- Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions. Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non individual investors. Sales Support Assist Sales Relationship Managers (RMs) in resolving their queries and providing necessary information. Reporting Prepare and maintain daily task reports and submit them to reporting managers. Generate monthly statements of account for clients and as and when required by RMs & Clients. Platform Proficiency Learn and understand the Inwestwell platform, focusing on generating portfolio management reports. Financial Knowledge Develop a brief understanding of AIF, PMS, and mutual fund servicing to enhance client interactions. Qualifications Bachelors degree in Finance, Business Administration, or a related field. Experience 2 to 3 years in client servicing or operations with the wealth Management firm. Strong interpersonal skills with the ability to communicate effectively. Excellent organizational and multitasking abilities. Skills Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Familiarity with financial products (AIF, PMS, mutual funds) is desirable. Strong attention to detail and problem-solving skills. What We Offer: • Competitive salary and benefits package. Opportunities for professional development and career growth. A collaborative and dynamic work environment. if you are interested :- pranali@altportfunds.com /8855048871
Designation: Sr. Wealth Manager Job Location:- Nashik Required :- Only Male candidate Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients. Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products. Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance. Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process. Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions. Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns. Identify and pursue new business opportunities to expand the client base. Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. • Prepare and present detailed investment reports and performance updates to clients Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field. CFA, CFP, or other relevant certifications are highly desirable. Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field. Strong knowledge of investment products, financial markets, and regulatory requirements. Excellent communication, presentation, and interpersonal skills. Ability to build and maintain long-term client relationships. Strong analytical and problem-solving abilities. Proficiency in financial planning software and Microsoft Office Suite If you are interested send CV :- pranali@altportfunds.com/8855048871