Relationship Manager - Operations

Alpha Capital; Mumbai Suburban; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Alpha Capital in Mumbai seeks a seasoned wealth management professional to manage bank transactions, remittances, and client portfolios. You will coordinate tax filings, client documentation, and routine financial administration while ensuring accuracy, confidentiality, and timely execution.

The role involves investment research across asset classes, preparing reports, and supporting clients with personalized wealth management solutions in a fast-paced banking environment.

Qualifications

• Process and monitor bank transactions for clients, including routine banking requirements.
• Handle and process domestic and international remittances in compliance with applicable banking and regulatory requirements.
• Manage recurring client payments, including utility bills, insurance premiums, SIPs, and other scheduled financial obligations.
• Coordinate salary credits and other routine personal financial administration requirements of clients.
• Liaise with clients Chartered Accountants and provide the required financial documents, statements, and information for tax, audit, and compliance purposes.
• Coordinate international tax filings and related documentation in line with applicable cross-border regulations.
• Create and manage investment folios for individual and non-individual clients, including trusts, companies, partnership firms, HUFs, and other entities.
• Ensure all client transactions, documentation, and financial activities are completed accurately, confidentially, and within prescribed timelines.
• Conduct investment research across equity, debt, hybrid, and international asset classes.
• Design, execute, and monitor portfolio rebalancing strategies based on clients investment objectives, risk profiles, and market conditions.
• Prepare client portfolios, periodic investment reports, and portfolio performance reports.
• Knowledge of Wealth Management is preferred.

Responsibilities

• Process and monitor bank transactions for clients, including routine banking requirements.
• Handle and process domestic and international remittances in compliance with applicable banking and regulatory requirements.
• Manage recurring client payments, including utility bills, insurance premiums, SIPs, and other scheduled financial obligations.
• Coordinate salary credits and other routine personal financial administration requirements of clients.
• Liaise with clients Chartered Accountants and provide the required financial documents, statements, and information for tax, audit, and compliance purposes.
• Coordinate international tax filings and related documentation in line with applicable cross-border regulations.
• Create and manage investment folios for individual and non-individual clients, including trusts, companies, partnership firms, HUFs, and other entities.
• Ensure all client transactions, documentation, and financial activities are completed accurately, confidentially, and within prescribed timelines.
• Conduct investment research across equity, debt, hybrid, and international asset classes.
• Design, execute, and monitor portfolio rebalancing strategies based on clients investment objectives, risk profiles, and market conditions.
• Prepare client portfolios, periodic investment reports, and portfolio performance reports.
• Knowledge of Wealth Management is preferred.

Job description

Key Responsibilities

• Process and monitor bank transactions for clients, including routine banking requirements.


• Handle and process domestic and international remittances in compliance with applicable banking and regulatory requirements.


• Manage recurring client payments, including utility bills, insurance premiums, SIPs, and other scheduled financial obligations.


• Coordinate salary credits and other routine personal financial administration requirements of clients.


• Liaise with clients Chartered Accountants and provide the required financial documents, statements, and information for tax, audit, and compliance purposes.


• Coordinate international tax filings and related documentation in line with applicable cross-border regulations.


• Create and manage investment folios for individual and non-individual clients, including trusts, companies, partnership firms, HUFs, and other entities.


• Ensure all client transactions, documentation, and financial activities are completed accurately, confidentially, and within prescribed timelines.


• Conduct investment research across equity, debt, hybrid, and international asset classes.


• Design, execute, and monitor portfolio rebalancing strategies based on clients investment objectives, risk profiles, and market conditions.


• Prepare client portfolios, periodic investment reports, and portfolio performance reports.


• Knowledge of Wealth Management is preferred.