Senior Relationship Manager

2 days ago

Pune, Maharashtra, India Alpha Capital Full time ₹ 6,00,000 - ₹ 24,00,000 per year

Job Description:

We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers. The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management.

Key Responsibilities

  • Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs.
  • Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line with client objectives.
  • Conduct portfolio reviews, monitor performance, and provide timely insights and recommendations.
  • Present financial concepts and market updates to clients in an easy-to-understand manner.
  • Collaborate with internal teams to ensure seamless execution and superior client experience.
  • Drive business growth through client acquisition, retention, and cross-selling of wealth products.
  • Stay updated with market trends, investment strategies, and regulatory developments.

Qualifications & Experience

  • 24 years of experience in Wealth Management, Mutual Fund Distribution, or Investment Advisory.
  • In-depth knowledge of Mutual Funds (mandatory) and familiarity with PMS/AIF products.
  • Graduate or Postgraduate in Finance, Commerce, Economics, or related field.
  • NISM VA certification preferred (mandatory for Mutual Fund distribution).
  • Strong communication, presentation, and interpersonal skills.
  • Proven ability to manage and grow client portfolios.
  • Self-driven, target-oriented, and passionate about financial markets.

What We Offer

  • Exposure to high-net-worth clients and diverse investment products.
  • Mentorship from senior professionals in the wealth management industry.
  • Structured career progression and continuous learning opportunities.
  • Competitive compensation package with performance-linked incentives.

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