45 Alternative Investments Jobs

: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job Title: Asset Transfer, NCT Location: Jaipur, India Corporate TitleNCT Role Description Assets Transfer team is part of Wealth management which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

This role will be a part of our growing Platform Solutions Group, the primary responsibility would involve working in the Products Team, building Oxanes proprietary, tech-enabled platforms. The incumbent will be expected to take the lead on Product Workstreams, working directly with various stakeholders (Internal Teams, Leadership, Client Teams, Engineering Teams, etc). This role is at the intersection of finance & technology (FinTech) and provides a steep learning curve in the evolving landscape of Private Markets. This role presents an excellent opportunity for the right individual to play a key role in product development and establish themselves as the subject matter expert within a world-class solutions company. Key Responsibilities: Manage product roadmap, and requirements, gathering internal & customer feedback and prioritizing features for Oxane Platform. Act as Product Owner for Platform features, working closely with the engineering teamo You will define and execute the technical roadmap for our Platforms Engage Internal teams/customers/prospects to identify market needs, define requirements Collaborate with marketing teams to promote the product - o Support our Sales team with product pitch and demos for client Required Experience/Skill Set: MBA, PGDM, or equivalent PG with a major in Finance/IT and similar streams. Prior development/IT experience would be preferred. Strong acumen for engineering technology-driven solutions will be preferred Good attention to detail and a logical thought process to analyze qualitative and quantitative data Excellent leadership, communication, and interpersonal skills, with the ability to effectively communicate and engage with stakeholders at all levels Professional, positive, collegial demeanor; collaborative relationship builder who contributes skills and knowledge to the larger team Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple workstreams simultaneously Acumen in project management and planning with experience in project management • Great written and verbal communication Good understanding of financial concepts and understanding of Excel, Macros & SQL (must have intermediate level

Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit

Advising HNIs client in their Wealth Management and Financial Planning Required Candidate profile A candidate should have basic understanding about the Mutual Funds, Direct Equity, PMS, Private Equity. Freshers can apply too Perks and benefits HEALTH INSURANCE, TRAVELLING,YEARLY BONUS

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

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Customer Relationship Executive About us: Myalternates is Indias leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology. Myalternates is powered by PMS Bazaar - ’ .1 , which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard. Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelor’s or Master’s degree) Role & responsibilities Preferred candidate profile

About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of fixed income markets and products Excellent communication skills, both written and spoken Keen focus on execution & outcomes High energy and ownership Passionate about creating a new category of investment fund at scale Willingness to Travel covering base and other nearby areas Location: Ahmedabad / Gurugram Mode: Work from office Work Environment details Founder-led entrepreneurial set-up which is defined by speed, agility and creativity Highly empowered and critical role, which makes a difference to Vivriti AMC Young, energetic, and highly talented team

About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund updates effectively to investors. Provide on-ground market trends and industry dynamics to support strategic planning and decision-making within the organization Report directly to the Head of Institutional Sales. Location : Delhi / Bangalore - On-site (Work from Office) Required Skills and Experience: MBA/CA/CFA with 5 to 7+ years of experience in institutional sales within MFs, AIFs, or rating agency covering large to mid-market companies Strong network with Promoters, CIOs, CFOs, Heads of Treasury, and Family Office Principals. In-depth knowledge of fixed-income markets and financial sales experience. Excellent communication skills (written and verbal). Demonstrated ability to achieve extensive coverage, onboard investors (LPs), and drive results. Strong attention to detail, networking, and stakeholder management. Willingness to travel frequently. Work Environment: Entrepreneurial, founder-led setup defined by agility, speed, and innovation. Highly empowered and impactful role, central to Vivriti’s growth story. A young, vibrant, and talented team culture. Focus on hard work, ownership, and execution excellence. Teams you’ll collaborate with / Key Stakeholders you’ll engage with: In addition to the Sales team, you’ll closely collaborate with: Investment Team Product Team Investor Operations Legal & Compliance Why join us? A dynamic work environment fostering ownership and professional growth. Competitive compensation and performance-linked incentives. Flat culture, with direct access to the founding and leadership teams. A collaborative team of high-calibre professionals. Open-door culture and extensive learning opportunities

Relationship Manager -Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Relationship Manager -Private Wealth Location: Delhi, Bangalore About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Create documentation and user stories. Work with engineering teams to review upcoming and backlog Jira tickets. Provide guidance on design decisions in areas including Credit and tech including Snowflake and Streamlit Develop reporting in powerBI Required Candidate profile 5+ years of experience as a Business analyst especially in Alternative assets, Credit, CLO, Real Estate etc. Experience creating complex dashboards in powerBI Exposure to Snowflake and Streamlit

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel Preferred Individual Contributor IT Skills: MS Office and Business Intelligence Applications & responsibilities

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications & responsibilities Candidates from NJ Wealth & Prudence Stock Broking will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & Responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA 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 Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA 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 Candidates from NJ Wealth & Prudence Broking Services will be Preferred.

Handing HNIs and ULTRA HNIs new and exiting clients and managing their financial planing. and follow the proper diversification and generate better Alpha. Required Candidate profile Preferred FEMALE Candidates. Should be polite and presentable. mandatory to speak the local language. Graduate, Post Graduate, Fresher too can apply

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call -9917283370

We are looking for a skilled Senior Accountant with 3 to 8 years of experience to join our team and support our clients with insurance and investment accounting. The ideal candidate will have expertise in managing typical asset classes for insurance companies, a strong understanding of both Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT), and proficiency with the investment accounting system. Roles and Responsibility Perform detailed investment accounting tasks for various asset classes, including fixed income, equities, derivatives, real estate investments, private placements, commercial mortgage loans, and alternative investments. Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards. Reconcile investment portfolios, resolving discrepancies in a timely manner. Utilize investment accounting systems for recording, monitoring, and reporting investment activity. Collaborate with internal and external stakeholders to provide expert guidance on investment accounting and regulatory reporting requirements. Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making. Job Requirements Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent designation preferred. Minimum of 3 years of experience in investment accounting, preferably in the insurance industry. Strong knowledge of GAAP and STAT principles, with a focus on investment accounting. Experience with Investment accounting systems such as Clearwater, Aladdin Accounting, PAM, etc., is highly desirable. Proficiency in Microsoft Excel and other financial analysis tools. Excellent communication and interpersonal skills, with a client-focused mindset. Ability to manage multiple priorities in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills, with keen attention to detail.

Drive PMS & AIF sales in assigned location; manage key relationships with distributors, UHNIs & clients; lead client meetings; support RMs; present products with partners; grow channels; use data insights to boost sales & AUM

Functional Analyst with Alternative Investment exp Skills: CFA / CA / CPA or NISM ALT certification Experience like Private equity funds, hedge funds, real estate, etc.. Write user stories Pls send your resume to tanweer@cymbaltech.com Health insurance Provident fund