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Alpha Capital
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Relationship Manager

Relationship Manager

Alpha Capital

0 - 3 years

3 - 4 Lacs

Kolkata

Posted:2 months ago| Platform:

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Skills Required

Communication Skills Mutual Funds SIP Management Skills Sales Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description The ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact to our client for his wealth management and family office needs. Responsibilities Dialogue with our clients to understand their objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to clients Portfolio Management of High NetWorth Clients. Analysis of financial products Meeting clients and work with a team to deliver best experience to client.

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Alpha Capital

www.alphacapital.com

Finance

New York

150 Employees

7 Jobs

Key People

John Doe

CEO
Jane Smith

CFO
Robert Brown

Portfolio Manager

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