15 Sep
|
Alpha Alternatives
|
Delhi
15 Sep
Alpha Alternatives
Delhi
Key Responsibilities
- Build and manage relationships with UHNI's in designated location including family offices and Corporates
- Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
- Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
- Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation,
📌 Relationship Manager (Delhi)
🏢 Alpha Alternatives
📍 Delhi