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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 5 days 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 week 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 week 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 1 week 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 investment decision to advance the business and increase profits. Maintain a deep knowledge of the market and industry. To comply with all regulatory guidelines. Qualifications: Post graduate diploma in business management or Chartered Accountant. Experience: Minimum 10 years in similar industry Soft Skills: Act as a principal spokesperson of the company in engaging with cross section of stakeholders. He should be effective communicator. Benefits: Competitive salary and performance-based bonuses. Health insurance. Friendly and supportive work environment.
Posted 1 month 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 necessary changes. Design and implement policies and procedures to streamline operations and improve the effectiveness of deliverables Preferred candidate profile Excellent client relationship and communication skills. Change management. Empowers others to self-organize. Ability to work under pressure and manage multiple priorities effectively. Proficiency in Advanced Excel & Presentation. Interested candidates can share their resumes to: nasarhussain.m@camsonline.com
Posted 1 month 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 2 months ago
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