Relationship Manager

Job Overview

Alpha Capital is seeking motivated and passionate Relationship Managers to join our Wealth Management division. This opportunity welcomes freshers and candidates with minimal experience who have a solid grounding in Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). Candidates must demonstrate strong communication abilities, a client-centered mindset, and enthusiasm for investment advisory roles.

Key Responsibilities

• Develop and nurture meaningful relationships with clients by understanding their unique financial objectives and obstacles.
• Advise clients on appropriate investment options including Mutual Funds, PMS, and AIF products tailored to their needs.
• Support portfolio evaluations, conduct investment analyses, and prepare related reports.
• Clearly articulate value propositions and simplify financial concepts for client comprehension.
• Coordinate with internal teams to ensure an exceptional client service experience.
• Contribute to business growth through client acquisition and effective portfolio management.

Desired Qualifications and Skills

• Fresher or up to 1-2 years’ experience in financial services.
• Comprehensive understanding of Mutual Funds is mandatory.
• Graduate or postgraduate degree in Finance, Commerce, or related disciplines.
• NISM certification is an advantage but not compulsory.
• Exceptional communication and interpersonal skills.
• A strong passion for finance, investments, and managing wealth portfolios.
• Ability to collaborate effectively within a team and a keen willingness to learn and develop professionally.

What We Provide

• Practical experience within wealth management and investment consulting.
• Opportunities for mentorship and advancement within the organization.
• Attractive compensation with incentives linked to performance.