6 Aif Sales Jobs

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 Understand client needs and recommend investment strategies Review client portfolios periodically and ensure alignment with objectives Key Skills : Strong relationship management and networking skills Investment product knowledge (PMS/AIF preferred) Excellent communication and presentation skills Self-driven, analytical, and goal-oriented Why Join : Work with a firm that values transparency, research-driven strategies, and long-term wealth creation Exposure to a wide range of PMS and AIF products Learning-focused environment with strong mentorship and market insights

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile - PMS sales /AIF sales Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

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 align client solutions with business goals. Preferred candidate profile Masters degree in Finance, Business Administration, Economics, or a related field. MBA or CFA designation is preferred. Experience: • Minimum of 2-7 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management. Skills: • Strong understanding of financial markets, investment products, and portfolio management principles. • Excellent communication, presentation, and negotiation skills. • Proven ability to build and maintain long-term client relationships. • Strategic thinking and analytical skills to assess market opportunities and client needs. • High level of integrity, professionalism, and attention to detail.

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) 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: Kolkata, Bengaluru, Mumbai, Hyderabad, Pune, Trivandrum, Delhi, Vadodara

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/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Location - Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

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: ,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra