5 Alternate Investments Jobs

Job Title: Wealth Manager Unit Head (AVP/VP) Company: Bajaj Capital Ltd Location: Hyderabad, Bangalore & Chennai Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of Indias most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location. This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences. Candidates must have a minimum existing AUM book of ?75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team. Key Responsibilities Team Leadership & Development ? Lead, mentor, and develop a team of Wealth Managers to achieve and exceed business targets. ? Align team objectives with organizational goals, ensuring effective communication with senior leadership. Business Development & Client Acquisition ? Drive targeted acquisition strategies for HNI and UHNI clients. ? Support team members in closing high-value deals and onboarding marquee clients. ? Achieving of P/L Targets Client Advisory & Relationship Management ? Deliver tailor-made wealth management solutions across asset classes including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments. ? Maintain high client engagement through market insights and proactive recommendations. Compliance & Governance ? Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well as internal processes. Key Skills & Competencies ? Leadership Excellence: Ability to inspire, manage, and retain high-performing teams. ? Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insurance products. ? Business Acumen: Proven track record of growing AUM and client portfolios. ? Client Network: Strong HNI/UHNI market presence and ability to bring new relationships. Qualifications & Experience ? Graduate/Postgraduate in Finance, Business Administration, or related field (MBA/CFP/CFA preferred). ? 1012 years of experience in wealth management/private banking, with at least 3 - 4 years in a leadership role. ? Minimum AUM book of ?75100 Cr (across Mutual Funds, PMS, AIF) is mandatory. ? Preference for candidates capable of bringing along a performing team. ? Demonstrated success in managing large HNI/UHNI portfolios and delivering consistent business growth. CTC- 30 LPA- 50 LPA Join Bajaj Capital Ltd to lead a high-impact wealth advisory team, shape financial futures, and contribute to our legacy of trust and excellence. Show more Show less

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve business targets. Align team objectives with organizational goals and ensure effective communication with senior leadership. Business Development & Client Acquisition Drive acquisition strategies for HNI/UHNI clients. Support the team in closing high-value deals and onboarding marquee clients. Achieve P&L targets for the unit. Client Advisory & Relationship Management Deliver customized wealth management solutions across Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments . Maintain strong client engagement with proactive market insights and recommendations. Compliance & Governance Ensure strict adherence to SEBI, AMFI , and other regulatory guidelines, along with internal processes. Key Skills & Competencies Leadership Excellence – Ability to inspire, manage, and retain top talent. Investment Expertise – Deep knowledge of MF, PMS, AIF, Bonds, and Insurance. Business Acumen – Proven track record in growing AUM and client portfolios. Client Network – Strong HNI/UHNI market presence with ability to bring new relationships. Qualifications & Experience Graduate/Postgraduate in Finance, Business Administration, or related field ( MBA/CFP/CFA preferred ). 10–12 years of wealth management/private banking experience, with 3–4 years in leadership . Minimum AUM book of 75–100 Cr (MF, PMS, AIF) is mandatory. Preference for candidates who can bring along a performing team. Proven success in managing HNI/UHNI portfolios and delivering consistent business growth.

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve business targets. Align team objectives with organizational goals and ensure effective communication with senior leadership. Business Development & Client Acquisition Drive acquisition strategies for HNI/UHNI clients. Support the team in closing high-value deals and onboarding marquee clients. Achieve P&L targets for the unit. Client Advisory & Relationship Management Deliver customized wealth management solutions across Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments . Maintain strong client engagement with proactive market insights and recommendations. Compliance & Governance Ensure strict adherence to SEBI, AMFI , and other regulatory guidelines, along with internal processes. Key Skills & Competencies Leadership Excellence – Ability to inspire, manage, and retain top talent. Investment Expertise – Deep knowledge of MF, PMS, AIF, Bonds, and Insurance. Business Acumen – Proven track record in growing AUM and client portfolios. Client Network – Strong HNI/UHNI market presence with ability to bring new relationships. Qualifications & Experience Graduate/Postgraduate in Finance, Business Administration, or related field ( MBA/CFP/CFA preferred ). 10–12 years of wealth management/private banking experience, with 3–4 years in leadership . Minimum AUM book of 75–100 Cr (MF, PMS, AIF) is mandatory. Preference for candidates who can bring along a performing team. Proven success in managing HNI/UHNI portfolios and delivering consistent business growth.

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 requirements. - Leading efforts to obtain third-party certifications like SAS 70 (SOC 1) to ensure alignment with internal policies and identify potential risk areas. - Actively identifying and evaluating risks, and devising effective mitigation strategies. - Continuously enhancing the enterprise risk management framework of the company. - Overseeing regular SOC 1 audit processes and ensuring the implementation of strict operational controls. - Providing training and guidance to staff on internal controls and best practices in risk management. - Conducting periodic internal audits across departments to ensure consistent compliance with regulatory and policy standards. - Preparing detailed reports on control effectiveness and risk status for senior leadership. - Playing a key role in establishing and expanding the ICU team. Key Qualifications: - Chartered Accountant (C.A.) or MBA - Experience in internal control, risk, or audit functions. - Deep knowledge of capital markets operations and relevant regulations. - Strong analytical and problem-solving abilities. - Proven track record of working both independently and collaboratively as part of a team. If you are interested, please share your Updated CV at dhara@thepremierconsultants.com.,

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.,