AIF Sales

We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...

Role & Responsibilities_Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, 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 franchisee...

Job Purpose:To drive overall marketing and business development activities for Mutual Funds, AIFs, and Equity products. The role involves expanding business reach, managing HNI clients, leading a small team, and implementing marketing strategies to achieve organizational goals.Key Responsibilities:Develop and execute marketing strategies to expand business...

Role & responsibilitiesDrive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc.Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios.Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client...

Position: Senior Private Banker / Regional HeadJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo...

Team Member, DS Job Description Job Title: Team Member- IS & DS Division & Department: Operations, IS & DS Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility across 100 cities. We nourish the aspiration of...

Position: Channel Manager / BDM- Partner AlliancesLocation: Kolkata, Mumbai, Delhi, Hyderabad and BangaloreExperience: Minimum 1-5 years in a similar roleJob Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing...

Position: Channel Manager- Partner AlliancesLocation: Kolkata, Mumbai, Delhi, Hyderabad and BangaloreExperience: Minimum 1-5 years in a similar roleJob Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing...

Job Description 1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions...

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies.Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications,...

Job Description - The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. - Responsibility will also include Hiring and...

Job Description 1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related...

Job Description - Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...

Job Description VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk. In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across...

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

Job Description - Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products - Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. - Train, Motivate & get productivity from the team. - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners (APs &...

You'll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

As a Private Wealth Manager, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.