Relationship Manager

Alpha Capital

0 - 2 years

2 - 3 Lacs

gurugram

Posted:4 hours ago| Platform:

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Skills Required

mutual funds hni client handling nism mutual fund advisory wealth management hni hni acquisition communication skills sales relationship management pms stock market management skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description :

Relationship Managers

Responsibilities

Build and maintain client relationships while understanding their financial goals and challenges.
Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs.
Assist in portfolio reviews, investment analysis, and reporting.
Present value propositions and explain financial concepts to clients in simple terms.
Work with internal teams to deliver the best client experience.
Support in business development, client acquisition, and portfolio management.

Qualifications

Fresher or up to 1 or 2 years of experience in financial services.
Strong knowledge of
Mutual Funds
(mandatory).
Graduate / Postgraduate in Finance, Commerce, or related fields.
NISM certification (preferred, not mandatory).
Excellent communication & interpersonal skills.
Passionate about finance, investments, and wealth management.
A good team player with eagerness to learn and grow.

What We Offer

Hands-on exposure in wealth management & investment advisory.
Mentorship and career growth opportunities.
Competitive package with performance-linked incentives.

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