About Alphabet Investment

Alphabet Investment is a wealth management firm offering a wide range of investment solutions including Mutual Funds, PMS, AIFs, and international opportunities. We are committed to delivering personalized, high-quality advisory and relationship management services to our clients across the globe.

Role Overview

We are seeking an experienced and driven Senior Relationship Manager to lead our NRI and International Sales vertical. The role involves managing existing client relationships, expanding our NRI client base, and offering tailored investment solutions across domestic and offshore products. The ideal candidate should have strong interpersonal skills, a deep understanding of investment products, and a passion for building long-term relationships with global clients.

1. Client Relationship Management

- Build, nurture, and strengthen relationships with existing and prospective clients.
- Serve as the primary point of contact for client communication, ensuring timely and effective resolution of inquiries.

2. Investment Recommendations

- Assess clients’ financial goals, risk appetite, and liquidity needs to design customized investment portfolios.
- Conduct periodic portfolio reviews considering economic conditions and asset allocation requirements.
- Present and explain Alphabet Investment’s suite of products including equities, mutual funds, PMS, AIFs, and offshore investment opportunities.

3. Business Development

- Identify opportunities to grow the client base through referrals, networking, and market outreach.
- Develop and implement strategies to achieve business growth, sales targets, and client satisfaction objectives.

4. Market Insights & Reporting

- Stay updated with global market trends, investment products, and regulatory changes.
- Provide clients with performance updates, financial plans,



and market insights for goal-based investment approaches.
- Prepare MIS and analytical reports for internal tracking and decision-making.

5. Compliance & Documentation

- Ensure adherence to regulatory guidelines and internal compliance standards.
- Maintain accurate and complete client documentation and onboarding records.
- Support the acquisition of new HNI / Ultra-HNI clients and onboard new funds.

Qualifications & Skills

Educational Background

- Bachelor’s or Master’s degree in Finance, Economics, or Business Administration (MBA preferred).
- Certifications such as CA, CFA, CFP, or NISM are an advantage.

Experience

- Minimum 5 years of experience in relationship management, investment advisory, or financial services.
- Strong knowledge of Mutual Funds, PMS, AIFs, and structured products.
- Proven record of achieving business targets and delivering high client satisfaction.

Core Skills

- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in MS Word, Excel, and PowerPoint.
- Ability to thrive in a fast-paced, client-driven environment.
- Self-starter with an entrepreneurial mindset and willingness to travel.
- Team-oriented approach with a passion for continuous learning and professional development.

Why Join Us

- Chance to work closely with international clients and high-net-worth investors.
- Exposure to multi-asset investment strategies including global products.
- Dynamic, growth-oriented work culture focused on collaboration and innovation.
- Competitive compensation and performance-linked incentives.

Job Types: Full-time, Permanent, Fresher

Pay: ₹30,000.00 - ₹75,000.00 per month

Benefits:

- Cell phone reimbursement
- Paid sick time
- Paid time off

Education:

- Bachelor's (Required)

Experience:

- total work: 2 years (Preferred)

Work Location: In person

📌 NRI Relationship Manager - Wealth (D.N.Nagar)
🏢 Alphabet Investment
📍 D.N.Nagar