32 Aifs Jobs

Job Title: Team Member - Zonal Training Manager Department: Sales L&D Position Grade Range: Basis eligibility and evaluation Location: Lower Parel, Mumbai Who we Are Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India&aposs largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility. Our success is built on three founding principles: Long Term Wealth Creation Customer-Centric Approach Sustainable Relationships Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow. Our recent accolades: Great Place to Work Certification (Feb 2024- Feb 2025) Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 World Leadership Congress & Awards 2022: Business Transformation Leadership Awards Digital Transformation Project (Mobile App) Key Responsibilities: Conduct training needs analysis for the sales team in collaboration with the Business Heads. Identify skill and competency gaps and recommend appropriate training interventions. Prepare the Annual training plan and calendar for the sales force as per the organization goals. Design and deliver training modules through appropriate channels on products like equity markets, debt markets, mutual funds, PMS, AIFs, and derivatives (through appropriate channel) to support onboarding of new hires with Induction & orientation sessions. Continuously update training materials to reflect market developments, regulatory changes, and product innovations. Conduct Investor Awareness Programs in accordance with SEBI norms to promote financial literacy and product understanding. Assist in non-training initiatives such as new product launches, market updates, and regulatory change communications. Collaborate with SMEs to ensure training content is aligned with business and compliance requirements. What makes you a Great Fit A winning mindset and learning attitude. Educational Background: Graduate/Postgraduate or Full-time MBA. Experience: 8+ years of experience. Prior experience in training is not mandatory; individuals with experience in Sales & good understanding of the mutual funds industry with orientation and flair for training & coaching can apply. NISM VA Certified (can be obtained before joining. Excellent Communication & Presentation Skills, Strong stakeholder management & collaboration skills, Willingness to travel & be on field. Relevant Training & TTT Certification would be an added advantage. Updated with market news and mutual fund industry trends, open to travel. "Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace." Show more Show less

Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment ? Show more Show less

About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment Show more Show less

The Senior VP position entails being accountable for the origination and structuring of deals within the organization. You will proactively source secured wholesale lending opportunities through leveraging existing relationships and establishing new networks. It is crucial to develop a robust deal pipeline by identifying potential clients, evaluating their financing needs, and proposing customized lending solutions. Building and nurturing relationships with financial intermediaries to generate leads and pinpoint lending opportunities is a key aspect of the role. To excel in this position, maintaining a profound understanding of market dynamics, competitor offerings, and industry trends is essential for identifying and seizing deal opportunities. Collaboration with internal teams such as credit, legal, and risk departments is vital to ensure a smooth deal execution process from origination to closure. Meeting origination targets and actively contributing to the growth of the wholesale lending book are primary objectives. The ideal candidate should possess 14 to 20 years of relevant experience, with a CA qualification. Mandatory experience in Structured Finance with AIFs, Performing Credit Funds, or NBFCs in high yield credit is required. Being solution-oriented, having the ability to adapt to dynamic situations, and possessing lateral thinking skills are crucial for success in this role. Exceptional interpersonal skills are necessary to effectively interact with multiple levels of management within the organization.,

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding processes, including documentation, compliance verification, and training. Conduct product and sales training to enhance distributor capability and drive product penetration. 2. Cross-Selling & Portfolio Growth: Identify and implement cross-sell opportunities within the existing partner network across financial products. Drive increased wallet share from existing partners through strategic relationship management and education. 3. Market Expansion: Analyze market trends and competitor activities to identify new business opportunities. Provide insights on product enhancements and new opportunities based on client feedback and industry changes. 4. Relationship Management: Build and maintain strong, long-term relationships with distribution partners to ensure loyalty and sustained business growth. Act as a primary point of contact for partner support, performance reviews, and engagement initiatives. Deliver consistent partner communication, performance insights, and growth plans. Continuously optimize sales processes to improve partner performance and revenue contribution. 5. Compliance & Risk Management: Ensure all partner activities comply with regulatory and internal policies. Keep distribution partners informed and compliant with evolving regulations and internal standards. Candidate Profile 1. Bachelors degree in Finance, Business, or a related field (MBA preferred). 2. Strong understanding of financial products including mutual funds, insurance, loans, and investments. 3. Proven experience in distributor onboarding and cross-sell strategy execution. 4. Excellent communication, negotiation, and interpersonal skills.

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: Bengaluru,Hyderabad,Kolkata,Pune,Lucknow,Jaipur,Indore,Kochi

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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,Trivendrum, Delhi, Vadodra

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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,Trivendrum, Delhi, Vadodra

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 IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. 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. Location: Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimba,Delhi, Telangana, Vadodra, Trivendrumtore

???? ???????????????????? ???????????????????????????? ???????????????????????????????????????????????? (???????????? ???????????? ????????) ???? ???????????????????????? | ???????????????????? & ???????????????????????????????????????????????? | ???????????????????????????????????? ???????? ???????????????????????????????? ???????????????????????????? ???????????????? ???????????????????????????????? As Sales Manager Distribution, you will lead distribution growth via IFAs, national distributors, banks, and wealth managers. Youll engage partners, drive product knowledge, foster relationships, and help achieve sales targets. ???? ???????????? ???????????????????????????????????????????????????????????????? ???????????????????????????? ???????????????????????????????????????????????? ????????????????????????????????????????: Nurture and expand relationships with IFAs, national distributors, banks, and wealth managers Regularly engage through calls, emails, and on-site visits to address needs, provide updates, and deepen product penetration and AUM growth ???????????????????????????? ???????????????????????????????? & ????????????????????????????????????????: Conduct engaging product presentations and training sessions Share fund performance insights, and market and strategy updates ???????????????????? ???????????????????????????????????????????? & ???????????????????????????????? ????????????????????????????????????????: Own sales targets for assigned territories/channels Track pipelines, compile reports, and uncover growth opportunities Resolve partner queries efficiently ???????????????????????????????????????? & ????????????????????????????????????????????????????: Ensure adherence to SEBI regulations and internal compliance standards Assist partners with application and documentation processes ???????????? & ????????????????????: Maintain detailed CRM records of partner interactions, feedback, and activities Support sales collateral preparation and distribution ???? ???????????????????????????????????? ???????????????????????????????????????????????????????? ????????????????????????????????????: Bachelors in Finance, Business, Marketing, or related fields (MBA is a plus) ????????????????????????????????????????: 23 years in financial services sales (mutual funds, broking, banking, wealth). Freshers with strong aptitude are welcome. HNI acquisition, working with HNI and UHNI customers and AIF sales is a must. ? ???????????????????????? & ???????????????????????????????????????????????? Strong verbal and written communication in English + Hindi / Marathi / Gujarati Excellent relationship-building and interpersonal skills Quick learner with a keen interest in financial products and market trends Customer-first approach with strong problem-solving ability Self-motivated and proactive, adaptable to both independent and team environments Fundamental financial knowledge (AIFs, markets, investment concepts) ????????????????-????????????????????: ???????? ???????????????????????? ???????????????????????????????????????????? ???????????? ???????????? ???????????????????????????????????????????? ???? ???????????????? you can look forward to Launch your career in a high-growth AIF segment Be part of a founding team building a formidable organization and future success Comprehensive training, mentorship, and exposure to diverse distribution channels Collaborative, supportive work culture Competitive salary + performance-based incentives. ???? Ready to Accelerate your career ???? Interested candidates are requested to send your resume to ????????????????????????????.????????????????????????????@????????????????????.???????????? Show more Show less

Company Description Welcome to Savitr Investments Your Partner in Smarter Wealth Management! At Savitr Investments, we go beyond transactionswe create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions. From Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals to long-term financial planning, we provide a comprehensive suite of services designed to help clients achieve stability, growth, and financial freedom. Our approach is client-first, with a focus on trust, transparency, and tailored strategies. Role Description This is a remote, assignment-based Sales Associate role at Savitr Investments. As part of our sales team, you will be responsible for: Generating leads and identifying potential clients interested in Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals Conducting outreach and building client relationships through calls, emails, and digital platforms Educating prospects on financial products and tailoring solutions to client needs Supporting in the development of sales strategies and client presentations Driving growth by successfully converting assignments into long-term relationships This role offers hands-on exposure to the wealth management and financial services industry , along with the chance to work on niche products like unlisted and pre-IPO opportunities . Qualifications Strong communication and interpersonal skills Passion for client engagement and relationship building Basic understanding of financial products (Loans, PMS, AIFs, Insurance, Mutual Funds, Unlisted/Pre-IPO Deals) Ability to work independently in a remote setup Goal-oriented with a proactive sales mindset Good organizational and time management skills Currently pursuing or recently completed a degree in Business, Marketing, Finance, or related fields Prior sales/finance exposure will be an added advantage Show more Show less

You will be a lawyer for a Partner-Funds position at a reputable full-service law firm located in Mumbai. As a senior legal professional, you are expected to have demonstrated expertise in fund formation, structuring, and regulatory advisory. Your role will involve leveraging a strong client network and being capable of leading mandates independently. Experience in managing Alternative Investment Funds (AIFs), Venture Capitalists (VCs), Private Equity (PE) funds, and related transactions is essential. Holding a full-time LLB degree is mandatory for this position. Preference will be given to candidates who have a team and are interested in transitioning together.,

The role of a Junior Fund Accountant in Alternative Investments at a leading financial services firm in GIFT City, Gandhinagar involves supporting the Fund Administration team. The ideal candidate for this position should have 1-2 years of experience in fund accounting, specifically in alternative investments like Private Equity, AIFs, and Hedge Funds. A strong inclination towards establishing a career in financial operations and compliance is essential. Responsibilities: - Assisting in NAV calculation and fund accounting operations. - Supporting capital call and distribution processes. - Preparing investor notices, client reports, and journal entries. - Handling reconciliations and collaborating with internal teams for coordination. - Ensuring compliance with IFSCA regulatory requirements. Skills & Experience Required: The candidate should possess 1-2 years of relevant experience in fund accounting or financial operations. Familiarity with alternative investment funds such as AIF Cat I/II/III, NAV processes, and capital markets is preferred. Proficiency in Excel and familiarity with financial software like Investran, PAXUS, Geneva would be advantageous. Strong analytical and communication skills are necessary. The candidate should be either based in GIFT City, Gandhinagar, or willing to relocate. Joining this opportunity offers the chance to work in a rapidly growing fund administration environment that aligns with India's vision of establishing GIFT City as a global financial hub. The role provides hands-on experience with international clients, advanced fund structures, and cutting-edge reporting platforms.,

You will be joining a team with a mission to create a tech-driven investment platform that provides simplified access to high-quality alternate investment products. As a B2B sales leader, your role will involve driving strategic partnerships, leading a high-performing team, and expanding our business network to ensure robust revenue growth. If you are passionate about financial markets, business expansion, and forming partnerships, this opportunity is ideal for you. Your responsibilities will include maintaining and enhancing relationships with existing Independent Financial Advisors (IFAs) who are key players in the market, forging strategic alliances to broaden our investment ecosystem, bringing onboard new partners to extend market reach, and formulating strategies for business growth and revenue enhancement through partnerships. We are looking for candidates who hold a Graduate or Post Graduate degree in Finance or Marketing. The ideal candidate will have a proven track record in B2B sales, preferably within the financial services or investment products sector. A strong understanding of financial markets and investment products like Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc., is essential. Proficiency in MS Office, particularly Excel, for data analysis and reporting, along with excellent verbal and written communication skills, are crucial. Experience in growth marketing and communication would be advantageous. Please note that this is a field sales position. If you meet the qualifications and are excited about this opportunity, we encourage you to share your resume with us at malini.varma@ndxfinserv.com.,

We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Responsibilities Maintain and strengthen relationships with existing Independent Financial Advisor (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market reach. Develop strategies for business growth and revenue generation through partnerships. Qualifications Graduate/ Post Graduate (Finance/ Marketing) What Were Looking For: Proven B2B sales experience (preferably in financial services or investment products). Strong knowledge of financial markets and investment products such as Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc. Proficiency in MS Office (especially Excel) for data analysis and reporting. Excellent communication skills (verbal and written). Experience in growth marketing & communication is a plus. Note: This is a field sales job. Interested candidates can share your resume on [HIDDEN TEXT] Show more Show less

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

You will be joining a membership community for sophisticated investors, Eqclique, as a Fundraising & Investor Relations professional. Your main responsibilities will include leading the fund raising efforts, managing investor relations, and maintaining relationships with UHNW Investors, Family Offices, and Institutions. You will play a key role in managing the fundraising process for various investment opportunities, maintaining and nurturing relationships with different types of investors, preparing marketing presentations, organizing due diligence materials, and communicating effectively with both existing and prospective investors. Additionally, you will assist in drafting investor letters, participating in Annual Meeting preparations, and contributing to fundraises. The ideal candidate should have a strong background in fund raising for startups, AIFs, or other alternate investments, with a proven track record and a network of investors. You should possess a Bachelor's degree with excellent academic credentials, preferably in finance, economics, or business, along with at least 2 years of relevant work experience in investment firms, private equity firms, fundraising organizations, or similar entities. Strong written and verbal communication skills, attention to detail, and proficiency in Microsoft PowerPoint and Excel are essential for this role. This position offers an exciting opportunity to work in a successful environment with a team of dedicated professionals, providing close partner and client interaction. If you are a highly motivated individual with initiative, independence, and adaptability, we encourage you to apply by sending your resume to careers@equalifi.org. Please include details of your current/last CTC and notice period in your current job. Location: Mumbai,

You will be responsible for leading the fund raising and managing investor relations efforts at Eqclique. Your role will involve managing the fundraising process for various investment opportunities, maintaining relationships with family offices, high net worth investors, RIAs, and institutional investors. Additionally, you will be required to maintain the fundraising CRM, prepare/update marketing presentations, create and organize due diligence materials, and communicate with existing and prospective investors. You should have a strong background in fund raising for startups/AIFs/other alternate investments, along with a network of UHNW Investors/Family Offices/Institutions. A deep understanding of the industry and a proven track record of fund raising and strong client connects are essential for this role. Experience contributing to fundraises, managing Limited Partners relationships, knowledge of the LP/investor ecosystem, investor engagement cycle, and closing process will be valuable assets. Qualifications for this position include a Bachelor's degree with excellent academic credentials, preferably in finance, economics, or business. You should have at least 2 years of relevant work experience at an investment firm, private equity firm, fundraising organization, investment bank, wealth management firm, family office, or similar organization. Strong written and verbal communication skills, experience leading prospective investor meetings, ability to work under pressure, attention to detail, self-initiative, and proficiency in Microsoft PowerPoint and Excel are required. This role provides a great opportunity to work with a team of dedicated professionals in a successful environment, offering close partner and client interaction. Location: Mumbai To apply, please send your resume to careers@equalifi.org. Kindly include your current/last CTC and notice period in your current job (if applicable) in your application.,

Key Responsibilities: A day in the life of an Infoscion As part of the Infosys delivery team your primary role would be to ensure effective Design Development Validation and Support activities to assure that our clients are satisfied with the high levels of service in the technology domain You will gather the requirements and specifications to understand the client requirements in a detailed manner and translate the same into system requirements You will play a key role in the overall estimation of work requirements to provide the right information on project estimations to Technology Leads and Project Managers You would be a key contributor to building efficient programs systems and if you think you fit right in to help our clients navigate their next in their digital transformation journey this is the place for you If you think you fit right in to help our clients navigate their next in their digital transformation journey this is the place for you Technical Requirements: Must have minimum 2 years of experience Ability to work on both ECC and S 4HANA projects for customers across the globe At least 1 implementation or rollout experience Proficient in all RICEF objects in core ABAP E g Data Dictionary All kinds of Reports and Programs Enhancements Forms SAP Scripts Smart forms Adobe forms Interfaces BAPIs IDOCs Ability to work on ABAP on HANA projects Ability to learn the niche skills and upskill in short time Ability to speak to functional consultant and understand the business requirements and convert them into technical solutions Ability to write detailed technical designs Additional Responsibilities: Good understanding of SAP coding standards and best practices from both ECC and HANA Ability to lead a team of 4 junior developers and handhold them Ability to work in AGILE way Ability to estimate the user stories and help leads and managers in sprint planning Good to have Technical Skills and experience SAP Certifications Workflows FIORI ODATA APIs PROXIS or AIFs CDS Views and AMDP S 4HANA Implementation or SoH Suit on Hana experience Experience in HANA upgrade projects Experience in developing automation in SAP using ABAP Infosys Ltd is committed to ensuring you have the best experience throughout your journey with us We currently have open positions in a number of locations across India Bangalore Pune Hyderabad Chennai Chandigarh Trivandrum Indore Nagpur Mangalore Noida Bhubaneswar Coimbatore Jaipur Vizag Hubli Kolkata Mysore While we work in accordance with business requirements we shall strive to offer you the location of your choice where possible Preferred Skills: Technology->SAP ABAP Object oriented->SAP ABAP HANA,Technology->SAP ABAP WORKFLOW->SAP ABAP WORKFLOW SRM,Technology->SAP Technical->SAP ABAP,Technology->SAP Technical->S4 HANA

Achieve given AUM and Revenue targets 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. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 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. Keywords:- 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding processes, including documentation, compliance verification, and training. Conduct product and sales training to enhance distributor capability and drive product penetration. 2. Cross-Selling & Portfolio Growth: Identify and implement cross-sell opportunities within the existing partner network across financial products. Drive increased wallet share from existing partners through strategic relationship management and education. 3. Market Expansion: Analyze market trends and competitor activities to identify new business opportunities. Provide insights on product enhancements and new opportunities based on client feedback and industry changes. 4. Relationship Management: Build and maintain strong, long-term relationships with distribution partners to ensure loyalty and sustained business growth. Act as a primary point of contact for partner support, performance reviews, and engagement initiatives. Deliver consistent partner communication, performance insights, and growth plans. Continuously optimize sales processes to improve partner performance and revenue contribution. 5. Compliance & Risk Management: Ensure all partner activities comply with regulatory and internal policies. Keep distribution partners informed and compliant with evolving regulations and internal standards. Candidate Profile 1. Bachelors degree in Finance, Business, or a related field (MBA preferred). 2. Strong understanding of financial products including mutual funds, insurance, loans, and investments. 3. Proven experience in distributor onboarding and cross-sell strategy execution. 4. Excellent communication, negotiation, and interpersonal skills.

Job Specification: Drive sales and business development for Apex products targeting institutional clients such as Fund Managers, AIFs, Corporates, Private Equity, Venture Capital firms, and Family Offices Grow the existing client base and acquire new business, focusing on both the number of deals and overall sales value Build strong relationships with key decision-makers in client organizations to promote Apex's service offerings Engage in client meetings, solution pitches, proposal generation, and closing deals Maintain a strong pipeline of prospects by networking with channels, intermediaries, and partner ecosystems Skills Required: Minimum 810 years of direct sales/business development experience in financial services Proven experience in selling to private equity, venture capital, asset managers, and institutional clients Experience in interacting with C-suite and senior executives Strong presentation, networking, and negotiation abilities MBA in Finance or Marketing

Business Development Manager- Financial Services/Banking/Wholesale lending- Mumbai - 6+ Years We are looking for an experienced sales and business development professional to join our team as an Manager - Business Development in Mumbai, Maharashtra, India . The ideal candidate will have 8-12 years of experience in institutional sales, consultative sales, and business development within the Financial Services, Banking , wholesale lending domain. Location: Mumbai, Maharashtra, India Experience: 6-12 Years Your Future Employer: A global analytics organization specializing in business consulting and research. Responsibilities: Grow business & build new revenue streams for Financial services/banking/NBFC and offshore entities across allocated geographies. Account Management (30%) : Expand the existing book, create cross-sell & upsell opportunities, and maximize client retention. New Business Development (70%) : Identify and acquire new high-value clients and mandates in emerging segments. Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Forecast and track key account metrics, negotiate contracts, and oversee account management. Independently identify and engage with senior management-level prospects. Work closely with research and analytical teams to develop new products and services. Requirements: Education: MBA from a reputed institute. Experience: 8-12 years of relevant experience in institutional sales, consultative sales, business development, and B2B sales. Industry Exposure: Banking, Financial Services, NBFC- Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS. Skills: Strong communication, portfolio & pipeline management, team management, and sales planning. What's in it for you? Work with a globally recognized organization with an extensive industry reach. Opportunity to be part of a company experiencing significant growth. Reach Us: If this role aligns with your career aspirations, kindly share your updated CV with Payal Arora at payal.arora@crescendogroup.in for a confidential discussion. Keywords: Business Development, Institutional Sales, Account Management, Client Acquisition, B2B Sales, Banking, Wholesales lending, Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS, Offshore Entities. DISCLAIMER: Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with a memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, gender, sexual orientation, or disability status. Note: Due to a high volume of applications, only shortlisted candidates will be contacted within one week. Scammers can misuse Crescendo Globals name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert!

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 IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. 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. Location: Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimba,Delhi, Telangana, Vadodra, Trivendrumtore

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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,Trivendrum, Delhi, Vadodra