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2.0 - 7.0 years
3 - 6 Lacs
ranchi
Work from Office
Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required
Posted 2 weeks ago
5.0 - 8.0 years
15 - 17 Lacs
mumbai
Work from Office
Key Responsibilities: Client Acquisition & Business Development: Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs. Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products. Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs. Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence. Manage the sales process for...
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
Our client is a leading fund management company with a presence in UAE, India, and Mauritius. The position is based in Mumbai and is for the role of Internal Control Unit. As the Head of the Internal Control Unit, you will be responsible for overseeing compliance and risk management across advisory services, derivative clearing operations, and GIFT City Fund Administration. Your role is crucial in ensuring alignment with applicable laws, regulations, and internal policies while establishing and maintaining a robust internal control environment. Key Responsibilities: - Developing and implementing robust internal control systems in compliance with local and international regulatory requirement...
Posted 1 month ago
8.0 - 13.0 years
9 - 24 Lacs
Patna
Work from Office
Seeking a Fund Manager with 7+ yrs of experience in portfolio management, investment strategy, and risk analysis. Must have strong market knowledge and compliance understanding. CFA/MBA preferred. Apply now to lead our fund strategy. Sales incentives
Posted 1 month ago
7.0 - 12.0 years
20 - 35 Lacs
Kochi, Chennai, Bengaluru
Work from Office
Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
Posted 1 month ago
7.0 - 12.0 years
20 - 35 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
Posted 1 month ago
10.0 - 20.0 years
15 - 25 Lacs
Bengaluru
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...
Posted 1 month ago
10.0 - 20.0 years
50 - 60 Lacs
Mumbai
Work from Office
About Us : Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 2 schemes under Cat I - SSF with a current gross AUM of approximately 862 crores. The AMC has applied for 2 new schemes under Cat I with SEBI having target corpus of INR 2000 crores. Key Responsibilities: Responsible for day-to-day management of the company. Overseeing all business and operation activities of the company to ensure the desired result consistent with overall strategies of the Board. Mobilise resources as per business plan of the company. Make high quality in...
Posted 2 months ago
9.0 - 14.0 years
9 - 16 Lacs
Chennai
Work from Office
Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement n...
Posted 3 months ago
10 - 20 years
15 - 25 Lacs
Bengaluru
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...
Posted 4 months ago
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