Job Description
Key Responsibilities
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Build and manage relationships with UHNI's in designated location including family offices and Corporatesn
Understand client's investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.n
Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.n
Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.n
Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).n

nQualifications & Experience
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MBA in Finance or a Chartered Accountantn
Qualified with a proven track record, with >3 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCn
Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management spacen

📌 Relationship Manager New Delhi
🏢 Alpha Alternatives
📍 New Delhi