12 Aifs Jobs

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding processes, including documentation, compliance verification, and training. Conduct product and sales training to enhance distributor capability and drive product penetration. 2. Cross-Selling & Portfolio Growth: Identify and implement cross-sell opportunities within the existing partner network across financial products. Drive increased wallet share from existing partners through strategic relationship management and education. 3. Market Expansion: Analyze market trends and competitor activities to identify new business opportunities. Provide insights on product enhancements and new opportunities based on client feedback and industry changes. 4. Relationship Management: Build and maintain strong, long-term relationships with distribution partners to ensure loyalty and sustained business growth. Act as a primary point of contact for partner support, performance reviews, and engagement initiatives. Deliver consistent partner communication, performance insights, and growth plans. Continuously optimize sales processes to improve partner performance and revenue contribution. 5. Compliance & Risk Management: Ensure all partner activities comply with regulatory and internal policies. Keep distribution partners informed and compliant with evolving regulations and internal standards. Candidate Profile 1. Bachelors degree in Finance, Business, or a related field (MBA preferred). 2. Strong understanding of financial products including mutual funds, insurance, loans, and investments. 3. Proven experience in distributor onboarding and cross-sell strategy execution. 4. Excellent communication, negotiation, and interpersonal skills.

Job Specification: Drive sales and business development for Apex products targeting institutional clients such as Fund Managers, AIFs, Corporates, Private Equity, Venture Capital firms, and Family Offices Grow the existing client base and acquire new business, focusing on both the number of deals and overall sales value Build strong relationships with key decision-makers in client organizations to promote Apex's service offerings Engage in client meetings, solution pitches, proposal generation, and closing deals Maintain a strong pipeline of prospects by networking with channels, intermediaries, and partner ecosystems Skills Required: Minimum 810 years of direct sales/business development experience in financial services Proven experience in selling to private equity, venture capital, asset managers, and institutional clients Experience in interacting with C-suite and senior executives Strong presentation, networking, and negotiation abilities MBA in Finance or Marketing

Business Development Manager- Financial Services/Banking/Wholesale lending- Mumbai - 6+ Years We are looking for an experienced sales and business development professional to join our team as an Manager - Business Development in Mumbai, Maharashtra, India . The ideal candidate will have 8-12 years of experience in institutional sales, consultative sales, and business development within the Financial Services, Banking , wholesale lending domain. Location: Mumbai, Maharashtra, India Experience: 6-12 Years Your Future Employer: A global analytics organization specializing in business consulting and research. Responsibilities: Grow business & build new revenue streams for Financial services/banking/NBFC and offshore entities across allocated geographies. Account Management (30%) : Expand the existing book, create cross-sell & upsell opportunities, and maximize client retention. New Business Development (70%) : Identify and acquire new high-value clients and mandates in emerging segments. Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Forecast and track key account metrics, negotiate contracts, and oversee account management. Independently identify and engage with senior management-level prospects. Work closely with research and analytical teams to develop new products and services. Requirements: Education: MBA from a reputed institute. Experience: 8-12 years of relevant experience in institutional sales, consultative sales, business development, and B2B sales. Industry Exposure: Banking, Financial Services, NBFC- Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS. Skills: Strong communication, portfolio & pipeline management, team management, and sales planning. What's in it for you? Work with a globally recognized organization with an extensive industry reach. Opportunity to be part of a company experiencing significant growth. Reach Us: If this role aligns with your career aspirations, kindly share your updated CV with Payal Arora at payal.arora@crescendogroup.in for a confidential discussion. Keywords: Business Development, Institutional Sales, Account Management, Client Acquisition, B2B Sales, Banking, Wholesales lending, Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS, Offshore Entities. DISCLAIMER: Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with a memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, gender, sexual orientation, or disability status. Note: Due to a high volume of applications, only shortlisted candidates will be contacted within one week. Scammers can misuse Crescendo Globals name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert!

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars 7. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Location: Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimba,Delhi, Telangana, Vadodra, Trivendrumtore

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Bengaluru,Hyderabad,Kolkata,Pune,Lucknow,Jaipur,Indore,Kochi

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile : 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications Location - Mumbai, Delhi, Chennai, Kolkata, Bangalore, Hyderabad, Ahmedabad, Pune, Lucknow, Telangana, Indore, Surat, Vadodra, Kochi, Trivendrum, Coimbatore, Thane, Navi Mumbai

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the distributors. 5) Help distributors on joint calls. Candidate Profile 1.Should be from Broking Industry with minimum of 1.5 years of experience. 2.B2B Experience is preferable. 3.Experience of selling Equity broking products along with Mutual Funds, PMS etc. needed. 4.Need to have good communication skills. 5.Need to have ability to learn and update regularly on Capital Markets. 6.Desired to achieve sales target. _ Location-Jaipur,Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Rajasthan , Delhi, Ahemdabad

Key Responsibilities: A day in the life of an Infoscion As part of the Infosys consulting team your primary role would be to actively aid the consulting team in different phases of the project including problem definition effort estimation diagnosis solution generation and design and deployment You will explore the alternatives to the recommended solutions based on research that includes literature surveys information available in public domains vendor evaluation information etc and build POCs You will create requirement specifications from the business needs define the to be processes and detailed functional designs based on requirements You will support configuring solution requirements on the products understand if any issues diagnose the root cause of such issues seek clarifications and then identify and shortlist solution alternatives You will also contribute to unit level and organizational initiatives with an objective of providing high quality value adding solutions to customers If you think you fit right in to help our clients navigate their next in their digital transformation journey this is the place for you Technical Requirements: Must have minimum 2 years of experience Ability to work on both ECC and S 4HANA projects for customers across the globe At least 1 implementation or rollout experience Proficient in all RICEF objects in core ABAP E g Data Dictionary All kinds of Reports and Programs Enhancements Forms SAP Scripts Smart forms Adobe forms Interfaces BAPIs IDOCs Ability to work on ABAP on HANA projects Ability to learn the niche skills and upskill in short time Ability to speak to functional consultant and understand the business requirements and convert them into technical solutions Ability to write detailed technical designs Additional Responsibilities: Good understanding of SAP coding standards and best practices from both ECC and HANA Ability to lead a team of 4 junior developers and handhold them Ability to work in AGILE way Ability to estimate the user stories and help leads and managers in sprint planning Good to have Technical Skills and experience SAP Certifications Workflows FIORI ODATA APIs PROXIS or AIFs CDS Views and AMDP S 4HANA Implementation or SoH Suit on Hana experience Experience in HANA upgrade projects Experience in developing automation in SAP using ABAP Infosys Ltd is committed to ensuring you have the best experience throughout your journey with us Preferred Skills: Technology->SAP Technical->SAP ABAP,Technology->SAP Technical->S4 HANA

Overview: We are seeking a Wealth Platform Operations Executive to manage end-to-end operational processes, including client acquisition, onboarding, trade execution, reconciliation, compliance management, reporting, and documentation. The ideal candidate should have a strong understanding of wealth management operations, regulatory compliance, and client servicing. Key Responsibilities: Client Acquisition & Onboarding: Support business development by assisting in acquiring new clients for the wealth platform. Conduct KYC verification and due diligence as per regulatory norms. Ensure seamless onboarding by handling documentation and account setup. Coordinate with clients and relationship managers to resolve onboarding issues. Foster strong relationships with prospective clients to increase engagement and investment opportunities. Trade Execution & Processing: Process investment transactions across multiple asset classes, including but not limited to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Mortgage products and other financial instruments. Ensure accurate and timely order placement, confirmation, and settlement. Coordinate with fund houses, custodians, and clearing agencies for trade processing. Monitor and rectify failed or rejected transactions. Reconciliation & Compliance Management: Perform daily reconciliation of client transactions, holdings, and fund NAVs. Ensure all trades and investments comply with SEBI, AMFI, and other regulatory guidelines. Maintain adherence to company policies and risk management frameworks. Ensure proper audit trails and documentation for regulatory inspections. Client Servicing & Support: Address client queries regarding transactions, holdings, fund performance, and portfolio updates. Provide investment reports, periodic account statements, and other relevant details. Coordinate with RM/Wealth Advisors to provide seamless support. Manage requests related to redemptions, switches, and systematic transactions (SIP/STP/SWP). Reporting & Documentation: Generate MIS reports for management on client portfolios, transactions, and revenue analytics. Maintain detailed records of client interactions, transactions, and compliance documents. Prepare regulatory filings and investor communications as required. Ensure timely reporting of commissions, AUM status, and revenue tracking for distributors. Process Improvement: Identify opportunities for process enhancements to improve operational efficiency. Collaborate with cross-functional teams to implement automation and workflow improvements. Stay updated on industry trends and best practices to enhance mutual fund operations.