Senior Relationship Manager

Alpha Capital

5 - 8 years

6 - 10 Lacs

pune

Posted:22 hours ago| Platform:

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Skills Required

mutual funds hni client handling nism mutual fund advisory wealth management hni portfolio management hni acquisition communication skills sales relationship management ultra hni pms stock market mf investment advisory management skills aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position:

Role Overview:

Key Responsibilities

Manage & grow relationships with HNI / mass-affluent clients in Pune
• Conduct goal-based planning, asset allocation & periodic portfolio reviews • Recommend investment solutions across MF, PMS, AIF, Bonds, Equity • Selective new client acquisition through referrals & warm introductions • Collaborate with product & research teams for client solutions • Ensure compliance with SEBI, AMFI, regulatory guidelines

Required Skills & Experience

5–8 years experience in WM / private wealth / advisory roles
• Strong advisory capability with Pune client exposure preferred • Good understanding of MF, PMS, AIF, Bonds, tax planning • Excellent communication & relationship management skills

Why Join Us

Strong product basket & research support
• Warm leads support (not purely acquisition) • Competitive senior-level compensation + performance incentives • Growth path towards Senior RM / Team Lead roles

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