Relationship Manager - Wealth Management

Alpha Capital; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive compensation

Accelerated growth

Professional development

Dynamic culture

Job summary

Alpha Capital in Gurugram is seeking a Relationship Manager with 0–3 years of experience in wealth management to manage high-net-worth portfolios and provide tailored financial advisory. You will drive AUM growth and deliver personalized investment strategies across mutual funds, PMS and AIF.

You will actively acquire new HNI clients, perform portfolio reviews, and communicate market insights. Strong communication and negotiation skills, plus relevant certifications, are valued.

Qualifications

• 0–3 years of experience in wealth management, private banking or investment advisory.
• Knowledge of Mutual Funds mandatory; familiarity with PMS and AIF is a plus.
• Proven client portfolio handling and targets achievement.
• MBA/PGDM in Finance preferred; NISM Series V-A (Mutual Fund Distributors) preferred; CFP/Investment Adviser a strong plus.

Responsibilities

• Proactively manage and deepen relationships with existing clients as their primary financial advisor.
• Analyze risk profiles and market trends to recommend tailored investment strategies across MF, PMS and AIF.
• Acquire new HNI and Ultra-HNI clients through networking, referrals and prospecting.
• Conduct periodic portfolio reviews and rebalancing to align with client goals.
• Explain market dynamics and complex product mechanics clearly to clients.
• Coordinate with research, operations and compliance to ensure smooth onboarding and service delivery.

Skills

Communication skills

Negotiation

Relationship-building

Wealth management knowledge

Education

Graduate or Postgraduate in Finance, Commerce, Business Administration or related fields

Job description

About the Role -

We are looking for an ambitious and result-oriented Relationship Manager with 0 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: 0 to 3 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.