Relationship Manager

21 hours ago


Bengaluru Delhi Mumbai NCR, India Alpha Alternatives Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilitiesTo build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategically about building and scaling up a client relationship management platformTo understand the nuances of each product and strategy and build investor portfolio accordinglyTo conceptualise and deliver quality advise and excellent investor serviceContinuously explore referencing and cross selling opportunities across the various investment management products of the firmPreferred candidate profileProfessional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs etcMBA from premium business schools / CA / CFA or equivalent may have an edgeDirect linkage with/relationships with UHNI's and corporates across locationProven sales experience in a client relationship role within the wealth management/Corporate Banking/Asset management spaceTeam player with an entrepreneurial predisposition and strong interpersonal and managerial skills.Intellectually strong with high levels of energy.


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