Relationship Manager - Wealth Management

Alpha Capital; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive salary

Career advancement

Professional development

Dynamic culture

Job summary

Alpha Capital in Gurugram seeks an ambitious Relationship Manager with 2–3 years in wealth management to manage high-net-worth portfolios and deliver tailored financial solutions. You will drive AUM growth, client acquisition, and proactive advisory across mutual funds, PMS, and AIF.

You will partner with research, operations, and compliance teams to ensure seamless onboarding and superior service delivery while building lasting client relationships. MBA/Finance preferred, NISM/ CFP a plus.

Qualifications

• 2–3 years of wealth management, private banking, or investment advisory experience.
• Knowledge of mutual funds mandatory; PMS/AIF is a plus.
• NISM certification or CFP is a strong plus.

Responsibilities

• Manage and deepen relationships with existing clients as the primary advisor.
• Analyze client risk, goals, and market trends to recommend tailored strategies.
• Acquire new HNI/UHNI clients through networking and referrals.
• Conduct periodic portfolio reviews and rebalancing for alignment with goals.
• Explain market dynamics and product mechanics clearly to clients.
• Coordinate with research, ops, and compliance for onboarding and service delivery.

Skills

Client relationship mgmt

Portfolio advisory

Business development

Financial analysis

Communication skills

Education

Finance/Commerce MBA or Finance-related degree

Tools

Financial analysis tools

Portfolio management tools

Job description

About the Role -

We are looking for an ambitious and result-oriented Relationship Manager with 2 to 3 years of hands-on experience in the Wealth Management industry. The ideal candidate will have a proven track record of managing high-net-worth client portfolios, a understanding of investment products (Mutual Funds, PMS, AIF), and strong business development acumen. You will play a key role in growing our assets under management (AUM) and delivering personalized financial solutions.

Key Responsibilities

• Client Relationship Management: Proactively manage, retain, and deepen relationships with existing clients while serving as their primary point of contact for financial advisory.
• Portfolio Advisory & Execution: Analyze client risk profiles, financial goals, and market trends to recommend tailored investment strategies across Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
• Business Development & AUM Growth: Actively acquire new High-Net-Worth Individual (HNI) and Ultra-HNI clients through networking, referrals, and strategic prospecting.
• Portfolio Reviews: Conduct periodic, data-driven portfolio performance reviews and rebalancing for clients to ensure alignment with their financial goals.
• Market Insights: Articulate complex financial concepts, market dynamics, and product mechanics to clients in a clear, persuasive manner.
• Cross-Functional Collaboration: Coordinate with research, operations, and compliance teams to ensure seamless client onboarding and optimal service delivery.

Qualifications & Requirements

• Experience: 1 to 2 years of active experience in wealth management, private banking, or investment advisory.
• Product Expertise: Knowledge of Mutual Funds (mandatory), along with knowledge of PMS, AIF, structured products.
• Proven Track Record: History of handling client portfolios, achieving business targets, and managing client acquisition.
• Education: Graduate or Postgraduate in Finance, Commerce, Business Administration, or related fields (MBA / PGDM in Finance preferred).
• Certifications: NISM Series V-A (Mutual Fund Distributors) is preferred; NISM Series X-A/X-B (Investment Adviser) or CFP certification is a strong plus.
• Skills: Superior communication, negotiation, and relationship-building skills with a strong command of financial analysis tools.

What We Offer

• Competitive Compensation: Attractive fixed salary
• Career Advancement: Accelerated growth path
• Professional Development: Direct exposure to complex wealth products, high-ticket portfolios, and continuous industry training.
• Dynamic Culture: A collaborative, mentorship-driven environment focused on meritocracy and innovation.