Alpha Capital

Mumbai – – 15/11/2021

Salary – 5 to 7 LPA

Job Title

Sr. Relationship Manager

Company Profile

  • Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities. Each financial solution we create is tailored to fit unique, individual and often complex needs. Our capabilities have been developed through patience and strength.

Job Profile & Responsibilities

  • Dialogue with clients to understand their objectives and challenges.
  • Analyze clients’ data and provide strategic recommendations to clients.
  • Present value-proposition to clients.
  • Portfolio Management of High NetWorth Clients.
  • Analysis of financial products.
  • Meeting clients and working with a team to deliver the best experience to clients.

Preferred Qualifications

  • 2-6 years’ of client relationship experience.
  • CWM certification is an added advantage.

Desired Candidate Profile

  • Wealth
  • Customer Relationship Management (CRM)
  • Investment Advisory
  • Wealth Management
  • Financial Planning
  • Mutual Funds
  • Family Office
  • Financial Advisory
  • Investment Advisory Services
  • Portfolio Management

Additional Details

  • The ideal candidate will be responsible for gaining a deep understanding of the clients’ financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with clients and analyzing clients’ data. Essentially, you will act as the main point of contact to clients for their wealth management and family office needs.
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