14 Aif Sales Jobs

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, analyzing information & recommending portfolios. 7) Mo...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) 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. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

HNI/UHNI and Corporate client acquisition; Build and increase client base by developing, maintaining and deepening client relationship; Provide financial planning and advise investment products in alignment to financial goals; Annual bonus Provident fund

Our client is a boutique Asset Management firm in Mumbai which operates a Category III AIF, investing in long only public equities. They are a fast-growing firm and is looking to add to its sales team. They are looking for someone to lead their Sales and Business development activities for South India from Bangalore. Previous experience: 5 years in PMS/ AIF Sales Minimum Education : Preferably MBA Responsibilities: Manage assigned distribution partner relationships. Travel across the region for meeting the distributors Deepen the relationship with partners by engaging on a regular basis. Share marketing material / updates promptly. Respond promptly to service queries. Generate sales as per t...

Role & responsibilities Identify, target, and acquire high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors for AIF, PMS, Mutual funds and other Investment products. Build and nurture long-term relationships with existing and potential clients, wealth managers, investment advisors, and distribution partners. Develop and execute a strategic plan to achieve sales targets across investment products. Keep abreast of market trends, competitor strategies, and regulatory changes to refine sales strategies and product offerings. Work closely with internal teams, including portfolio managers, investment research, and marketing, to ali...

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...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) 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. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

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, analyzing information & recommending portfolios. 7) Mo...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ and May also call on 8709502039 or 7706031623 Job Title : Assistant Manager / Manager Channel Sales Department : Asset Management Experience : Minimum 2 years in channel sales (PMS/AIF preferred) Education : Graduation / PGDM / MMS Location : Hyderabad / Rajkot / Surat / Baroda / Coimbatore / Lucknow Industry : Investment Management CTC : Best in industry Key Responsibilities : Acquire and manage clients through IFAs, wealth managers, and distributors Drive AUM growth by promoting PMS & AIF products Conduct product presentations and deliver market/macro updates Build strong client/channel partner relationships and ensure retention...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Identify, target, and acquire high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors for AIF, PMS, Mutual funds and other Investment products. Build and nurture long-term relationships with existing and potential clients, wealth managers, investment advisors, and distribution partners. Develop and execute a strategic plan to achieve sales targets across investment products. Keep abreast of market trends, competitor strategies, and regulatory changes to refine sales strategies and product offerings. Work closely with internal teams, including portfolio managers, investment research, and marketing, to ali...

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, analyzing information & recommending portfolios. 7) Mo...

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) 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. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

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...