Job Title Wealth Manager - Mutual Funds AIF Location Khandwa Madhya Pradesh Type Full-Time The Role We are seeking a highly skilled and motivated Mutual Funds AIF Specialist Manager to join our dynamic investment team In this role you will be responsible for managing analyzing and optimizing mutual fund portfolios and alternative investment strategies AIF You will work closely with the investment team to support strategic decision-making risk management and client reporting The ideal candidate will have a strong understanding of investment products including mutual funds AIFs and other financial instruments along with excellent communication and analytical skills Job Responsibilities - Alternate Investment Fund AIF Sales 1 Portfolio Management Oversee the management of mutual fund portfolios and AIF products to ensure alignment with client objectives and investment mandates Analyze market trends economic data and financial reports to inform investment decisions o Perform asset allocation and portfolio construction based on risk tolerance and market conditions 2 Investment Strategy Research Conduct own in-depth research or can get in touch with internal research team on alternative investments including private equity and other alternative asset classes Evaluate and recommend strategies for mutual funds and AIF portfolios to meet performance targets Regularly review fund performance and recommend adjustments as needed 3 Risk Management Compliance o Assess and mitigate risk exposure across portfolios ensuring that all investments adhere to regulatory guidelines and internal risk policies compliance with all relevant regulations such as SEBI AIF Regulations and other applicable standards 4 Client Stakeholder Communication Communicate with clients and internal stakeholders regarding portfolio performance market outlook and strategic adjustments Prepare and deliver detailed client reports presentations and investment recommendations 5 Fund Performance Monitoring Reporting Regularly track and report on the performance of mutual fund and AIF portfolios Provide detailed analytics on returns risk-adjusted performance and comparisons to benchmarks 6 Team Collaboration Mentoring Work closely with other investment managers analysts and the client servicing team to ensure a cohesive investment approach Mentor junior team members and assist in their professional development Skills Competencies Strong understanding of mutual fund and AIF products including their structures regulatory frameworks and market dynamics Proficient in financial analysis Excel Bloomberg and other investment-related tools software Excellent communication and interpersonal skills with the ability to explain complex financial concepts to clients and internal teams Strong attention to detail analytical thinking and decision-making abilities Other Requirements Knowledge of SEBI guidelines and other regulatory standards related to mutual funds and AIFs Ability to work independently and within a team in a fast-paced setting Strong time management skills and the ability to handle multiple tasks simultaneously Qualification MBA in Finance preferred 1-3 Years of Experience Application Process Please send a cover email on below provided contact detail with an attached resume We welcome your inquiries and are happy to provide further details Additionally we invite you to explore our website at https www pesb co in about php shivani pesb co in - (phone hidden) HR Job Types Full-time Permanent Fresher Pay 600 000 00 - 850 000 00 per year Benefits Provident Fund Ability to commute relocate Khandwa Madhya Pradesh Reliably commute or planning to relocate before starting work Preferred Education Bachelor s Preferred Language English Hindi Preferred Work Location In person

📌 Wealth Manager Mf & Aif (Khandwa)
🏢 Pune E Stock Broking
📍 Khandwa