Relationship Manager – Sales5 min read

Job Title

Relationship Manager – Sales

Company Profile

• Alphabet Investment is a Wealth Management Firm specializing in investment for NRI’s and HNI’s. The company was founded in 2014 by Pratik Dodhia, who is the founder and CEO.
• We at Alphabet Investment believe that transparency and unbiased advice are the bedrock of Financial Advisory. As accredited fiduciaries/advisors we are committed to helping our investors and their families achieve financial freedom through comprehensive goal-based planning. Keeping the client’s interest at core helps us maintain an unbiased, objective outlook towards value and wealth creation.

Job Profile & Responsibilities

• On boarding of new funds through acquisition of new preferred NRI / HNI / Ultra HNI Clients.
• To provide exceptional service to existing clients, deepening relationships and investments from them.
• Acquiring new clients through multiple channels like e-mail marketing, networking, IAP’s and calling.
• Prepare financial plans for clients to take them to a goal based approach for their investment.
• Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.
• Preparing MIS and creating relevant reports.

Preferred Qualifications

• Graduate / Post Graduate.
• Preferable Qualification: CWM/ CA / CFA / CFP / MBA (or pursuing the same).

Desired Candidate Profile

• Candidate must have excellent communication and presentation skills.
• Candidate must be a team player and work well in a collaborative environment.
• Good knowledge of MS Word, Excel & Powerpoint are desirable.
• Candidate must be a self-starter and have the ability to think out-of-the-box.
• Strong interpersonal and collaborative skills.
• Ability to get things done in a dynamic and fast paced environment.
• Strong commitment to continuous professional development and improvement of oneself.
• Sales experience in financial services or product preferred.
• Knowledge on Mutual Funds, PMS, AIF, Structured products will be preferred.

Additional Details

• We at Alphabet Investment, are looking for a dedicated individual. The ideal individual must be able to interact with clients and possess knowledge of the financial markets. The individual must be excited to work with a Wealth Management firm while always keeping the needs of the client first.