Key Responsibilities

- Process and monitor bank transactions for clients, including routine banking requirements.
- Handle and process domestic and international remittances in compliance with applicable banking and regulatory requirements.
- Manage recurring client payments, including utility bills, insurance premiums, SIPs, and other scheduled financial obligations.
- Coordinate salary credits and other routine personal financial administration requirements of clients.
- Liaise with clients Chartered Accountants and provide the required financial documents, statements, and information for tax, audit, and compliance purposes.
- Coordinate international tax filings and related documentation in line with applicable cross-border regulations.
- Create and manage investment folios for individual and non-individual clients, including trusts, companies, partnership firms, HUFs, and other entities.
- Ensure all client transactions, documentation,



and financial activities are completed accurately, confidentially, and within prescribed timelines.
- Conduct investment research across equity, debt, hybrid, and international asset classes.
- Design, execute, and monitor portfolio rebalancing strategies based on clients investment objectives, risk profiles, and market conditions.
- Prepare client portfolios, periodic investment reports, and portfolio performance reports.
- Research international investment opportunities and assist in executing overseas investment transactions, where applicable.
- Maintain and manage complete documentation for HNI clients, including investment, banking, tax, KYC, and compliance-related records.
- Knowledge of Wealth Management is preferred.

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Relationship Manager - Operations (Parel)
🏢 Alpha Capital
📍 Parel