Alpha Alternatives
2 weeks ago
Relationship Manager - Family Office
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Company information
- Company
- Alpha Alternatives
- Location
- India, Delhi India
- Posted
- 2 weeks ago
Job description
Key Responsibilities
- Build and manage relationships with UHNI's in designated location including family offices and Corporates
- Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
- Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
- Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
- Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).
Qualifications & Experience
- MBA in Finance or a Chartered Accountant
- Professional with a proven track record, with >3 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMC
- Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space
Required skills
- finance
- wealth management
- chartered accountant
- onboarding
- product management
- market trends
- asset management
- aml
- relationship manager
- asset allocation
- kyc
- corporate banking
- fixed income
- mba
- fund management
- client servicing
- risk appetite
- sebi
- family office
- investment solutions
- irdai
- investment objectives
- uhni
- pfrda
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