Relationship Manager - Family Office
Alpha Alternatives · Delhi · onsite · Posted 36d ago
Not disclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
Sourced from foundit
Skills
regulatory changesaml complianceInvestment SolutionsMarket Intelligence AnalysisOnboardingClient ServicingKYCFixed Income market dynamicsSales experience in client relationship
About Alpha Alternatives
Alpha Alternatives
Investment Banking / Venture Capital / Private Equity
51-200
employees
2013
13 years old
Mumbai,Maharashtra
India
₹12.9L PA avg
Avg at Alpha Alternatives
About
Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital. We provide investors access to differentiated investment opportunities which are usually restricted to the prop investment desks. We walk the extra mile towards product innovation, alpha creation and risk management. We are singularly focused on creating alpha in everything that we do, and this is reflected in our product structures, our partner relationships and our economics.
Industries
Investment Banking / Venture Capital / Private Equity
Employee ratings
10 reviews
2.2/ 5
Culture
1.9
Career growth
2.3
Work-life
2.3
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