54 Family Office Jobs - Page 2

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

We need a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join our 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. Bring Channel Partners to increase distribution and open Partner Office in other profitable locations. 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. Minimum of 4 - 5 years of experience Handled MF/Equity/PMS/AIF products in business development roles .

Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.

Job description To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • 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 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. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, ANUSHA Call & WhatsApp :- 9003875895 Share Updated resume, anusha@avaniconsulting.com

Job description To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • 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 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. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, ANUSHA Call & WhatsApp :- 9003875895 Share Updated resume, anusha@avaniconsulting.com

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - aanchal@avaniconsulting.com What's app and call - 9917283370 Email: aanchal@avaniconsulting.com

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail -ruchi@avaniconsulting.com What's app and call - 9892371246 Email: ruchi@avaniconsulting.com

Greetings from avani consulting we are hiring for leading AMc Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis Interested one can send their updated resume at- Mail anusha@avaniconsulting.com What's app and call -9003875895

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 11 to 15 LPA Interested one can send their updated resume at Mail or WhatsApp Mail -anusha@avaniconsulting.com What's app and call -9003875895

Role & responsibilities Establish, manage, and grow the Private Client segment by acquiring and nurturing the clients having AUM Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements Use financial acumen and investment expertise to review a client&information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Job Duties & responsibilities :- • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Work closely with Advisors, Consultants and CFO to develop Investment Policy Statement. Periodically review the IPS and suggest modifications in line with emerging scenarios. Optimize yields in line with the IPS. Identify opportunities in discussion with Advisors, consultants and CFO to generate best in class Yields. Work closely with MD, CEO, CFO to identify opportunities for direct investments in entities with or without management control. Simulate investment models to maximise yields and optimize risks. Work closely with the lawyers and Consultants and consummate documentation in line with policy and prudence.

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Investment Products. Identify new business opportunities through networking within the community and referrals from existing clients. Develop a deep understanding of client needs and provide tailored solutions to grow their wealth. Collaborate with internal teams to deliver exceptional service standards and ensure seamless execution of transactions. Stay up-to-date with market trends and regulatory changes to maintain expertise in private banking services.

Note : Two way Cab will be Provided US GAAP GAAP US TAX Trust Accounting Estate Planning Family Office US Accounting Financial Analysis

Reporting to: Dy. Zonal Head Karnataka & TN Department: Sales About the role: The Regional Business Head will drive business growth, deepen client relationships, and expand market presence across key institutional segments in the region. The role demands expertise in investment solutions, distributor engagement, and regulatory compliance, with a strong focus on revenue generation and strategic business expansion. 1. Client and Distributor Relationship Management: Serve as the senior point of contact for corporate clients, private banking/wealth desks, RIAs, and distributors. Collaborate with Relationship Managers and internal teams to strengthen client engagement and maximize business opportunities. Deliver market insights, economic outlooks, house views, and product presentations to key clients and distribution networks. 2. Business Development:& responsibilities: Drive growth by identifying and converting new opportunities across Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), and GIFT City offerings. Enhance market share and wallet share across distribution counters. Strengthen relationships with existing clients and distributors while reactivating dormant accounts. Track approved schemes within the private banking and wealth segment to drive focused sales discussions. Identify emerging institutional trends, including opportunities in PE/VC, IPOs, QIPs, and promoter stake sales. Monitor industry movements and leverage networking opportunities at industry events and conferences. 3. Sales Process, Compliance, and Risk Management: Ensure all activities comply with regulatory frameworks, internal policies, and ethical standards. Maintain sales hygiene, track sales MIS, and manage HERO CRM updates. Monitor industry best practices and keep senior management informed of evolving trends. Oversee transaction processing, ensuring accuracy and adherence to risk management protocols. 4. Investment Collaboration & Advisory: Work closely with investment and product teams to implement strategic investment solutions. Regularly review client portfolios to align with evolving market conditions and client objectives. Provide thought leadership to senior management on asset allocation, investment trends, and competitive opportunities. Key Skills & Competencies: Strong experience in institutional sales, wealth management, or investment advisory. Deep understanding of financial markets, investment products, and regulatory compliance. Proven track record of business growth and client relationship management. Excellent communication and presentation skills. Ability to identify emerging trends and capitalize on market opportunities. - Strong leadership and team management capabilities. Academics: MBA/PGDBA in Finance or Marketing or equivalent qualification in finance or related fields. 20+years of experience with 12 years of experience in asset management, wealth management, or related financial services.

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings with teams. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings with teams. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Principal Accountabilities Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/demand trends in family offices Build Strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards. Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand Compliance & delivering superior value to customer Ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied All advisory provided & products suggested should be in the best interest of the client & regulatory complaint All certifications required for various product advisory & selling Knowledge & Market Intelligence Expert level knowledge on public & private markets Awareness & deep understanding of geo political & macro-economic environment Building market intelligence of client segment, through liaising with internal & external peers across financial industry Product related market intelligence in the industry, competition & the need of clients

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.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata, Ahmedabad, 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.

Hiring for Special Projects Officer Family Office Reporting To: VP People & Operations Department: Family Office Company Name: Takshil Financial Services Role Overview: The Special Projects Officer will play a pivotal role in streamlining processes, improving data-driven decision-making, and enhancing operational efficiency within the Family Office. This role involves creating Standard Operating Procedures (SOPs), establishing and managing Management Information System (MIS) reports, developing dashboards, coordinating data collection from various departments, and driving special automation projects. The ideal candidate will possess strong analytical skills, a process-oriented mindset, and the ability to manage multiple projects with precision. Key Responsibilities & Tasks : SOP Development & Process Optimization: Design, document, and implement SOPs for various functions within the Family Office. Work closely with different departments to streamline operations and improve workflow efficiency. Ensure compliance with best practices and internal guidelines. 2. MIS Reporting & Data Management: Develop and maintain MIS reports to track key performance metrics across various domains. Collect, analyze, and interpret data to support strategic decision-making. Ensure timely submission of MIS reports from different departments. 3. Dashboard Creation & Data Visualization: Design and develop interactive dashboards for real-time monitoring of financial and operational data. Leverage tools like Power BI, Tableau, or Excel to present insights in a structured manner. Provide actionable recommendations based on data analysis. 4. Automation & Technology Integration: Identify opportunities for process automation and digital transformation within the Family Office. Work on automation projects to enhance efficiency in financial reporting, documentation, and compliance. Collaborate with IT teams or external vendors to implement technology solutions. 5. Cross-Departmental Coordination: Act as a liaison between departments to ensure smooth data flow and consistency in reporting. Facilitate the integration of different business functions to drive operational excellence. Address bottlenecks and implement solutions for seamless execution of processes. 6. Special Projects & Strategic Initiatives: Lead and manage special projects as assigned by senior leadership. Conduct research, feasibility studies, and benchmarking to support key initiatives. Monitor project timelines, deliverables, and performance metrics. Qualifications & Experience: Masters degree in Business Administration, Finance, Operations, or a related field. 3+ years of experience in MIS reporting, process automation, data analytics, or operational excellence roles. Strong proficiency in Microsoft Excel, Power BI, Tableau, or other data visualization tools. Experience in creating SOPs and managing cross-functional projects. Exposure to automation tools and ERP/CRM systems is a plus. Key Skills & Competencies: Strong analytical and problem-solving skills. Excellent project management and organizational abilities. Effective communication and stakeholder management skills. Proactive and detail-oriented approach to work. Ability to work independently and handle multiple tasks efficiently.