Wealth RM

Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business Head CTC range: 4 lacs to 6 lacs per annum Skills Required: · Good Communication & interpersonal skills. · Knowledge of MS-Excel, word, Power point. · Should possess strong networking & relationship building skills. · Should be result oriented & team player. · ...

Job Title: B-2-B RM Wealth Management,Reports to: AVP, Business HeadCTC range: 4 lacs to 6 lacs per annumSkills Required:·      Good Communication & interpersonal skills.·      Knowledge of MS-Excel, word, Power point.·      Should possess strong networking & relationship building skills.·      Should be result oriented & team...

Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business Head CTC range: 4 lacs to 6 lacs per annum Skills Required: ·      Good Communication & interpersonal skills. ·      Knowledge of MS-Excel, word, Power point. ·      Should possess strong networking & relationship building skills. ·      Should be result...

Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business HeadCTC range: 4 lacs to 6 lacs per annum Skills Required:·      Good Communication & interpersonal skills.·      Knowledge of MS-Excel, word, Power point.·      Should possess strong networking & relationship building skills.·      Should be result oriented & team...

Please make notes for below profile requirements Wealth Manager Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Please make notes for below profile requirementsWealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Location: Mumbai Experience: Minimum 5 years in wealth/channel management Notice Period / Gap: Up to 15 days Key Responsibilities: Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’...

Job Title: Wealth Manager Location: MumbaiExperience: 3+ Years Key Responsibilities: Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions. Acquire and manage a minimum book size of ₹20 Cr. Provide comprehensive wealth management services including investments, insurance, estate planning, and financial...

Job Title: Wealth ManagerLocation: MumbaiExperience: 3+ YearsKey Responsibilities:Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions.Acquire and manage a minimum book size of ₹20 Cr.Provide comprehensive wealth management services including investments, insurance, estate planning, and financial...