3 Aifs Jobs

Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship managers to resolve onboarding issues. Foster strong relationships with prospective clients to increase engagement and investment opportunities. Trade Execution & Processing: Process investment transactions across multiple asset classes, including but not limited to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Mortgage products and other financial instruments. Ensure accurate and timely order placement, confirmation, and settlement. Coordinate with fund houses, custodians, and clearing agencies for trade processing. Monitor and rectify failed or rejected transactions. Reconciliation & Compliance Management: Perform daily reconciliation of client transactions, holdings, and fund NAVs. Ensure all trades and investments comply with SEBI, AMFI, and other regulatory guidelines. Maintain adherence to company policies and risk management frameworks. Ensure proper audit trails and documentation for regulatory inspections. Client Servicing & Support: Address client queries regarding transactions, holdings, fund performance, and portfolio updates. Provide investment reports, periodic account statements, and other relevant details. Coordinate with RM/Wealth Advisors to provide seamless support. Manage requests related to redemptions, switches, and systematic transactions (SIP/STP/SWP). Reporting & Documentation: Generate MIS reports for management on client portfolios, transactions, and revenue analytics. Maintain detailed records of client interactions, transactions, and compliance documents. Prepare regulatory filings and investor communications as required. Ensure timely reporting of commissions, AUM status, and revenue tracking for distributors. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations.

Associate Director - Business Development Capital Markets/AMC/AIF - 6-10 years Mumbai We are looking for an experienced sales and business development professional to join our team as an Associate Director - 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 Mutual Funds, Capital Markets, or Wealth Firms domain. Location: Mumbai, Maharashtra, India Experience: 8-12 Years Your Future Employer: A global analytics organization specializing in business consulting and research. Responsibilities: Grow business & build new revenue streams for Asset Management Companies (AMCs/MFs), AMC-led AIFs, and offshore entities across allocated geographies. Account Management (75%) : Expand the existing book, create cross-sell & upsell opportunities, and maximize client retention. New Business Development (25%) : 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: 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, 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.

Leading Wealth Mgt and financial services group requires Director ( Wealth Mgt solutions)- Mumbai We are looking out for Director ( Wealth Mgt solutions) for our client office in Mumbai We seek a senior wealth management professional with an entrepreneurial mindset and 10-25 years of experience managing UHNI and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of family offices and institutional investors. This partner-level role offers significant P&L ownership and a revenue-sharing model, leading the Wealth Management division and scaling it into a premier multi-family office platform. Key Responsibilities: - Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs, and institutional investors. - Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a - 5 Cr - - 50 Cr ticket size range. - Business Growth & Strategy: Expand the wealth management business with a long-term vision. - Team Leadership & P&L Ownership: Recruit and manage a 15-member team, driving profitability. - Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning. Qualifications & Experience: - 10 -20 years in wealth management or banking, managing HNIs and family offices. - Strong relationships with family offices, UHNIs, and institutional investors. - Expertise in wealth products, structured investments, and alternative asset classes. - Proven ability to raise capital and manage large portfolios. - Entrepreneurial mindset with interest in running a venture with equity participation. - Experience in building and leading teams. - Willingness to travel for investor meetings and networking. What We Offer: - Partner-level role with revenue-sharing upside. - P&L ownership and strategic leadership. - Competitive Fixed + Variable Pay + ESOPs. - Access to a premier network of UHNIs and family offices. - Long-term opportunity to scale a multi-family office. If you have the vision and expertise to drive a high-impact wealth management business, we want to hear from you!