68 Aifs Jobs

Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key Functional Responsibilities: Client Acquisition & Relationship Management Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments. Conduct in-depth financial profiling to understand client needs and goals. Maintain high levels of client satisfaction through proactive engagem...

Key Responsibilities Client Acquisition & Sales Develop and execute strategies to acquire retail investors (HNIs, emerging affluent, salaried professionals). Conduct investor awareness programs, webinars, and one-on-one consultations. Achieve monthly and quarterly sales targets across product categories. Customer Relationship Management Build long-term relationships with retail clients by offering personalized investment solutions. Provide transparent communication on product features, risks, and returns. Ensure high client satisfaction and repeat investments. Required Qualifications Graduate/Postgraduate in Finance, Business, or related field. 47 years of experience in retail financial prod...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Job Description Sales Executive (Wealth Management) Position : Sales Executive (Wealth Management) Department: New Business Development (NBD) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a boutique financial services firm serving HNI, UHNI, and NRI families across India and the UAE. With over 11 years of legacy, we are committed to delivering long-term financial growth through Mission Integrity, Mission Culture, and Mission Growth. Role Purpose The Wealth Specialist will be responsible for acquiring new clients, promoting investment and insurance solutions, and positioning Client First W...

Job Title: Senior Relationship Manager- Wealth Management Solutions (Forex, Treasury & Wealth Management) Location: Mumbai - (with Travel) Job Type: Full-time CTC: 15- 30 LPA plus incentives plus bonus. Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms. Key Responsibilities: ? ? ? ? Client Acq...

Job Title: Private Banker Location: Mumbai Company: Client Associates (CA) About Client Associates (CA): Client Associates is India's first and largest Multi-Family Office, advising HNI and UHNI families, business owners, and entrepreneurs for over two decades. CA is known for its client-first approach, personalized wealth solutions, and long-term wealth stewardship across investments, real estate, lending, and estate planning. Role Overview We are looking for an experienced Private Banker to manage and grow a portfolio of HNI and UHNI clients. The role requires strong relationship management skills, a deep understanding of wealth products, and the ability to deliver holistic advisory soluti...

Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold. Develop strong relationships with clients through a consultative approach and customized investment strategies. Ensure consistent client engagement and portfolio reviews to strengthen wallet share. Understand clients financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions. Offer a full suite of banking and investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance. Liaise with product and research teams to deliver superior advisory outcomes. Achieve acquisition, AUM, and revenue targets across inve...

Job Title: Private Banker Location: Mumbai Company: Client Associates (CA) About Client Associates (CA): Client Associates is India's first and largest Multi-Family Office, advising HNI and UHNI families, business owners, and entrepreneurs for over two decades. CA is known for its client-first approach, personalized wealth solutions, and long-term wealth stewardship across investments, real estate, lending, and estate planning. Role Overview We are looking for an experienced Private Banker to manage and grow a portfolio of HNI and UHNI clients. The role requires strong relationship management skills, a deep understanding of wealth products, and the ability to deliver holistic advisory soluti...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) Location: Pune Experience: 3-5 Years About the Role: We are seeking a proactive and client-focused Junior Relationship Manager to join our Wealth Management team in Pune. The ideal candidate will have 3-5 Years of experience in financial services or investment advisory, with a strong interest in managing HNI/UHNI clients and building a long-term career in wealth management. Key Responsibilities: 1. Client Relationship Support ? Assist in managing a portfolio of HNI/UHNI clients. ? Understand client financial goals, risk profiles, and investment preferences. 2. Investment Advisory Support ? Recommend and explain s...

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the distributors. 5) Help distributors on joint calls. Candidate Profile 1.Should be from Broking Industry with minimum of 1.5 years of experience. 2.B2B Experience is preferable. 3...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire, manage, and deepen relationships with HNI and UHNI clients. Generate business opportunities through an existing client base and personal network. Understand client requirements and deliver customized investment solutions. Advise clients on wealth preservation, growth, and succession planning. Collaborate with internal teams to ensure seamless...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...

Company Description Groww is a leading financial services platform in India, dedicated to making financial products accessible and empowering millions of Indians to take charge of their financial journeys. With a customer-first approach, every product and solution is meticulously designed to prioritize convenience and user needs. At Groww, the culture fosters autonomy, transparency, and ownership, enabling individuals to thrive and contribute to innovation. As India's fastest-growing financial services company, Groww aims to be the trusted financial partner for the nation, offering cutting-edge multi-product financial solutions. Role Description Assistant Vice President Wealth Manager (Now p...

Role Overview In Private Wealth, you will play a pivotal role in leading and expanding our wealth management business. The role involves driving client acquisition at the highest levels, scaling the franchise, and mentoring leaders within the team. We are looking for a seasoned professional who can balance strategic vision with execution while nurturing strong client relationships and ensuring consistent business growth. Key Responsibilities ? Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. ? Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equiti...

JOB DESCRIPTION Job Title: CS & Legal Counsel Real Estate & AIF Funds Location: GIFT City, Gandhinagar Reporting To: CFO Role Overview: The incumbent will be responsible for overseeing all legal, compliance, and governance functions for companies operations at GIFT City. This includes managing fund structuring and regulatory compliance for AIFs, real estate transactions, investor documentation, and governance frameworks in alignment with IFSCA, SEBI, FEMA, and other applicable regulations. This role combines strategic legal advisory, hands-on compliance execution, and active engagement with regulators, investors, and internal stakeholders to ensure smooth and compliant operations Key Respons...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client's goals and risk appetite. The ideal candidate will have prior branch or frontline experience in wealth management or private banking, with a strong understanding of mutual funds, financial planning, and compliance frameworks. About Maple Capital Advisors Maple Capital Advisors ( www.maple-advisors.com ) is a leading boutique investment banking and advi...

You have a minimum of 2+ years of experience and the ability to work on both ECC and S/4HANA projects for customers globally. You should have at least 1 implementation or rollout experience and be proficient in all RICEF objects in core ABAP such as Data Dictionary, Reports, Programs, Enhancements, Forms (SAP Scripts, Smart forms, Adobe forms), and Interfaces (BAPIs, IDOCs). Additionally, you should be able to work on ABAP on HANA projects, learn niche skills quickly, and communicate effectively with functional consultants to understand business requirements and translate them into technical solutions. It is essential for you to be able to write detailed technical designs. As part of the Inf...

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

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 7) information & recommending portfolios. 8)...

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 7) information & recommending portfolios. 8)...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...