Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM Role: BFSI, Investments & Trading - OtherIndustry Type: Financial Services (Asset Management)Department: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - Other

Job Title: Wealth Advisor / Relationship Manager – HNI Clients Location: Mumbai About Us: We are a boutique Wealth Management and Family Office firm, deeply committed to managing and growing the financial well-being of our High Net Worth Individual (HNI) clients. We don’t push in-house products — instead, we act as trusted advisors, curating and recommending the best financial solutions across Mutual Funds, SIPs, PMS, AIFs, and Equities from top AMCs and investment providers. Who We're Looking For: We're on the lookout for a smart,Self- driven, and client-centric individual who can build deep relationships with HNI clients, understand their financial goals, and provide strategic investment advice tailored to their needs. What You'll Be Doing: Act as the single point of contact for assigned HNI clients for all wealth management and family office services. Understand client objectives, life goals, and financial situations through meaningful conversations. Analyze client portfolios and provide custom recommendations across MF, SIPs, PMS, AIFs, and equities. Collaborate with internal teams to ensure seamless service delivery and a great client experience. Stay up to date with market trends, product offerings, and client needs. Build trust and long-term relationships through transparent and consultative interactions. What You Bring: Experience in wealth management, financial advisory, or related fields (preferred but not mandatory). Strong communication and relationship-building skills. Analytical mindset with a passion for investments. A client-first attitude and a desire to make a meaningful impact on people's financial journeys. Who You Are: Passionate about wealth management, client engagement, and financial planning. Strong communicator who can simplify complex concepts and build rapport with HNI clients. Curious, analytical, and eager to continuously learn. Previous experience in wealth management or financial services is a plus but not mandatory.

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM Role: BFSI, Investments & Trading - OtherIndustry Type: Financial Services (Asset Management)Department: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - Other

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates. • Develop customized training modules tailored to the audience's needs. Content Development: • Create and update training materials, presentations, and resources in line with industry trends and organizational goals. Performance Assessment: • Evaluate the effectiveness of training programs and identify areas for improvement. • Provide constructive feedback and coaching to participants. Industry Expertise: • Stay updated with SEBI regulations, market trends, and mutual fund innovations. • Share insights to help advisors make informed decisions for their clients. Qualifications: • Proven experience as a mutual fund advisor or in a training role within the mutual fund industry. • In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines. • Excellent communication and presentation skills. • Strong analytical and problem-solving abilities. • Ability to inspire and motivate teams. Preferred Skills: • Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable. • Proficiency in training tools and technology.

Job Title: Wealth Manager – Advisory & Operations About the Role As a Wealth Manager at Alpha, you will serve as a vital bridge between our clients and our operational excellence. This hybrid role combines high-impact client advisory with hands-on operational ownership. You will not only manage and grow relationships with High Net-Worth Individuals (HNWIs), but also play a key role in backend coordination, execution of transactions, portfolio servicing, and ensuring seamless client experience. If you're a finance professional who thrives in both strategic advisory and executional precision, this is the ideal opportunity for you. Key Responsibilities Client Advisory (40%) Engage with HNW clients to understand their financial objectives, preferences, and risk appetite. Present bespoke investment strategies and financial solutions aligned with client goals. Conduct periodic portfolio reviews, providing insights, recommendations, and performance updates. Represent Alpha’s value proposition with professionalism and clarity in meetings and calls. Stay updated on investment products, markets, and regulatory trends to guide client decisions. Client Operations & Execution (60%) Act as the central point for executing client instructions (transactions, redemptions, switches, SIPs, etc.). Coordinate with internal teams and custodians for timely processing and reporting. Maintain accurate records of client portfolios, transaction history, and documentation. Ensure all compliance, documentation, and service-related SLAs are met efficiently. Handle day-to-day client service requirements including queries, statements, and service requests. Collaboration & Coordination Work closely with Relationship Managers, Operations, and Product Teams to deliver end-to-end service. Proactively identify and resolve service gaps and process bottlenecks to enhance client satisfaction. What We Look For: Sound understanding of financial instruments and investment solutions across asset classes. Hands-on experience in wealth management operations or client servicing. Excellent interpersonal, coordination, and problem-solving skills. Strong attention to detail with a structured approach to execution. Client-first mindset with high integrity and professionalism. Educational qualification: Any Graduate, with apt Mutual Fund Industry knowledge. Role Details Role: Advisory cum Client Operations Department: BFSI, Investments & Trading Industry Type: Financial Services / Asset Management Employment Type: Full-Time, Permanent Role Category: Client Advisory & Investment Operations

Job description Job Title: Operations Executive Investment Support Location: Lower Parel, Mumbai Experience: 2+ years preferred About Us: Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story. Role Overview: As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism. Key Responsibilities: Account Opening & KYC: Manage end-to-end account opening for mutual funds and other investments. Perform KYC documentation checks, verifications, and compliance adherence. Coordinate with clients for collection of required documents and resolve discrepancies. Investment Operations: Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions. Ensure timely processing and accurate reporting of all investment activities. Client Coordination: Act as a key liaison between clients, AMCs, platform partners, and internal teams. Provide proactive updates to clients regarding their account status, transactions, and investment portfolios. Data Management: Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting. Ensure all activities are compliant with internal policies and regulatory requirements. What Were Looking For: Graduate (any stream) with excellent communication skills in English. Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing. Strong understanding of mutual funds, SIPs and investment platforms. Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet). Highly detail-oriented, organized, and committed to service excellence. Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards. Why Join Us? Be part of a dynamic and growing wealth management firm where your expertise will be valued. Opportunity to work alongside seasoned professionals and expand your domain knowledge. A collaborative work culture that focuses on learning, excellence, and professional growth. Your contributions will have a direct impact on client satisfaction and organizational success. If you have the passion for investment operations, enjoy working behind the scenes to deliver a flawless client experience, and have a strong eye for detail, we would love to hear from you!

Position: Personal Assistant to Director Location: Fort, Mumbai, Maharashtra Firm MH Co & Law About Us: MH Co & Law is a boutique legal firm specializing in Real Estate & Property Laws, Regulatory Practice, Family Constitution, Succession, Estate Planning, Trust & Private Clients, and Intellectual Property Rights. We are committed to delivering strategic legal counsel with discretion, precision, and integrity. Role Overview: We are seeking a proactive, highly organized, and discreet Personal Assistant to support the Director/Partner. This role requires someone who can manage both professional and personal tasks with efficiency and confidentiality. Key Responsibilities: - Manage calendar, appointments, and travel arrangements - Coordinate meetings, prepare agendas, and take minutes - Handle confidential documents and sensitive information - Liaise with clients and internal teams - Assist with personal errands and logistics as needed - Maintain task lists and follow-ups Requirements:

About the Role As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience. While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery. This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive service experience. Key Responsibilities Client Advisory & Relationship Management Build and maintain strong relationships with HNW clients by understanding their financial goals and risk appetite. Deliver tailored investment strategies and financial recommendations across asset classes. Conduct regular portfolio reviews and present performance insights. Effectively represent Alphas offerings and ensure consistent client engagement. Stay updated on market trends, investment products, and regulatory developments to provide well-informed guidance. Client Operations & Support (As Needed) Assist in executing client instructions such as transactions, switches, redemptions, and SIPs when required. Coordinate with internal teams to ensure timely processing and accurate documentation. Provide support for client queries, reporting needs, and basic service requests, ensuring smooth follow-through. Help maintain compliance and service standards, stepping in for operational coordination if necessary. What We’re Looking For Solid understanding of financial products and investment instruments. Experience in wealth management, financial advisory, or client servicing. Strong interpersonal and problem-solving skills. A structured, detail-oriented approach with a collaborative attitude. Commitment to client-first service with professionalism and integrity. Educational Qualification: Any Graduate; prior experience in the Mutual Fund or Wealth Management industry preferred.

Job descriptionJob Title: Operations Executive Investment SupportLocation: Lower Parel, MumbaiExperience: 2+ years preferredAbout Us:Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story. Role Overview: As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism. Key Responsibilities: Account Opening & KYC:Manage end-to-end account opening for mutual funds and other investments.Perform KYC documentation checks, verifications, and compliance adherence.Coordinate with clients for collection of required documents and resolve discrepancies.Investment Operations:Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions.Ensure timely processing and accurate reporting of all investment activities. Client Coordination: Act as a key liaison between clients, AMCs, platform partners, and internal teams.Provide proactive updates to clients regarding their account status, transactions, and investment portfolios.Data Management:Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting.Ensure all activities are compliant with internal policies and regulatory requirements. What We’re Looking For: Graduate (any stream) with excellent communication skills in English.Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing.Strong understanding of mutual funds, SIPs and investment platforms.Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet).Highly detail-oriented, organized, and committed to service excellence.Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards. Why Join Us? Be part of a dynamic and growing wealth management firm where your expertise will be valued.Opportunity to work alongside seasoned professionals and expand your domain knowledge.A collaborative work culture that focuses on learning, excellence, and professional growth.Your contributions will have a direct impact on client satisfaction and organizational success.If you have the passion for investment operations, enjoy working behind the scenes to deliver a flawless client experience, and have a strong eye for detail, we would love to hear from you!

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction. Conduct regular portfolio reviews and rebalancing based on market trends and client objectives. Investment Strategy & Portfolio Management: Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals. Stay updated with financial market trends, regulatory changes, and investment products. Offer guidance on asset allocation, tax optimization, estate planning, and risk management. Business Development & Revenue Generation: Identify new business opportunities, acquire new clients, and expand the companys market share. Develop strong referral networks through partnerships, events, and client recommendations. Work towards achieving revenue and AUM (Assets Under Management) targets. Compliance & Risk Management: Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies. Conduct due diligence and risk assessments for clients investment portfolios. Maintain accurate client records, KYC compliance, and periodic financial reviews. Team Collaboration & Leadership: Work closely with research analysts, investment teams, and other departments to deliver superior client solutions. Mentor and support junior wealth managers in developing their skills and expertise. Key Qualifications & Skills: 10-20 years of experience in wealth management, Investment Banking, or financial advisory. Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning. Excellent networking and business development skills with a proven track record in client acquisition. CFP, CFA, CA, or MBA (Finance) from Tier 1 College preferred. Proficiency in financial tools, CRM platforms, and Excel-based financial modeling. Exceptional communication, interpersonal, and presentation skills. Compensation & Benefits: Competitive fixed salary + performance-based incentives. Comprehensive benefits package (health insurance, retirement plans, etc.). Opportunities for career growth and leadership roles.

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams

Company Intro: Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we create is tailored to fit unique, individual and often complex needs. Position Overview: The Executive Assistant will be responsible for providing high-level administrative support to the Partner, managing a wide range of tasks to ensure smooth operations. The ideal candidate will have strong organizational skills, a keen attention to detail, and the ability to handle confidential information with discretion. Key Responsibilities: Manage the Partner’s calendar, scheduling meetings and appointments while ensuring optimal time management. Prepare and edit correspondence, reports, and presentations. Organize and maintain electronic and physical filing systems. Act as the first point of contact for internal and external communications, responding to inquiries and routing messages appropriately. Liaise with clients, stakeholders, and team members on behalf of the Partner. Assist with project coordination and tracking progress on key initiatives Plan and organize events, meetings, and travel arrangements, ensuring all logistics are handled efficiently. Maintain confidentiality regarding sensitive information and client interactions Qualifications: Bachelor’s degree in any relevant field, Finance, or a related field preferred. 0-2 years of experience as an Executive Assistant or in a similar role, preferably in the financial services industry. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems. Strong written and verbal communication skills. Ability to prioritize tasks and manage multiple projects in a fast-paced environment.

Company Intro: Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we create is tailored to fit unique, individual and often complex needs. Position Overview: The Executive Assistant will be responsible for providing high-level administrative support to the Partner, managing a wide range of tasks to ensure smooth operations. The ideal candidate will have strong organizational skills, a keen attention to detail, and the ability to handle confidential information with discretion. Key Responsibilities: Manage the Partners calendar, scheduling meetings and appointments while ensuring optimal time management. Prepare and edit correspondence, reports, and presentations. Organize and maintain electronic and physical filing systems. Act as the first point of contact for internal and external communications, responding to inquiries and routing messages appropriately. Liaise with clients, stakeholders, and team members on behalf of the Partner. Assist with project coordination and tracking progress on key initiatives Plan and organize events, meetings, and travel arrangements, ensuring all logistics are handled efficiently. Maintain confidentiality regarding sensitive information and client interactions Qualifications: Bachelors degree in any relevant field, Finance, or a related field preferred. 0-2 years of experience as an Executive Assistant or in a similar role, preferably in the financial services industry. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems. Strong written and verbal communication skills. Ability to prioritize tasks and manage multiple projects in a fast-paced environment.

Job Title: PMS Portfolio Manager Location: Mumbai / Gurgaon Type: Full-time | On-site Company Overview: We are a high-growth, client-focused wealth management firm catering to HNI and Ultra-HNI clients across India. As part of our next phase of expansion, we are setting up a SEBI-registered PMS platform and seeking a sharp, performance-driven Portfolio Manager to lead this vertical. Position Summary: The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understanding of regulatory frameworks. Key Responsibilities: Develop and manage customized discretionary portfolios under the PMS license. Formulate and execute a robust investment strategy (multi-cap/core/equity thematic). Conduct deep-dive equity research and fundamental analysis. Monitor and rebalance portfolios based on market conditions and client objectives. Ensure SEBI and internal compliance requirements are consistently met. Prepare and present detailed investment reports to clients and internal stakeholders. Collaborate with the sales and advisory teams to articulate investment philosophy and performance. Requirements: Experience: 815 years in portfolio management, equity research (buy-side), or fund management. Education: CFA / CA / MBA (Finance) / other top-tier finance qualifications. Track Record: Demonstrated performance of outperforming benchmarks over a medium- to long-term horizon. Regulatory: Eligible to be appointed as a Portfolio Manager under SEBI (Portfolio Managers) Regulations . Expertise: Strong grasp of Indian equity markets, macro trends, risk management, and valuation methodologies. Technology: Familiar with portfolio management systems and financial modeling tools. Soft Skills: Strong communication, analytical, and stakeholder management capabilities. What We Offer: Leadership role in a new and focused PMS initiative. Freedom to run a portfolio with full strategic independence. Access to high-quality HNI clients and support from wealth advisory teams. Flat organizational structure with a strong outcome-based rewards culture. Long-term wealth creation opportunity via performance-linked incentives.

Responsibilities: * Manage ultra HNIs' wealth through mutual funds & investment products * Oversee portfolio management services (PMS) for clients * Collaborate with sales team on new business opportunities Provident fund

Job description Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory, particularly in PMS, AIFs, SIPs, and equity portfolios. If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams