We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers. The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products. This role requires strong communication skills, a client-first attitude, and a passion for investment management.

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.

- Robust 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.

📌 Relationship Manager (Gurugram)
🏢 Alpha Capital
📍 Gurugram