Job Description

About Alphabet Investment

Alphabet Investment is a wealth management firm offering a wide range of investment solutions including Mutual Funds, PMS, AIFs, and international opportunities. We are committed to delivering personalized, high-quality advisory and relationship management services to our clients across the globe.

Role Overview

We are seeking an experienced and driven

Senior Relationship Manager

to lead our

NRI and International Sales

vertical. The role involves managing existing client relationships, expanding our NRI client base, and offering tailored investment solutions across domestic and offshore products. The ideal candidate should have strong interpersonal skills, a deep understanding of investment products, and a passion for building long-term relationships with global clients.

1. Client Relationship Management

Build, nurture, and strengthen relationships with existing and prospective clients. Serve as the primary point of contact for client communication, ensuring timely and effective resolution of inquiries.

2. Investment Recommendations

Assess clients' financial goals, risk appetite, and liquidity needs to design customized investment portfolios. Conduct periodic portfolio reviews considering economic conditions and asset allocation requirements. Present and explain Alphabet Investment's suite of products including equities, mutual funds, PMS, AIFs, and offshore investment opportunities.

3. Business Development

Identify opportunities to grow the client base through referrals, networking, and market outreach. Develop and implement strategies to achieve business growth, sales targets, and client satisfaction objectives.

4. Market Insights & Reporting

Stay updated with global market trends, investment products, and regulatory changes. Provide clients with performance updates, financial plans, and market insights for goal-based investment approaches. Prepare MIS and analytical reports for internal tracking and decision-making.

5. Compliance & Documentation

Ensure adherence to regulatory guidelines and internal compliance standards. Maintain accurate and complete client documentation and onboarding records. Support the acquisition of new HNI / Ultra-HNI clients and onboard new funds.

Qualifications & Skills

Educational Background

Bachelor's or Master's degree in Finance, Economics, or Business Administration (MBA preferred). Certifications such as

CA, CFA, CFP, or NISM

are an advantage.

Experience

Minimum

5 years of experience

in relationship management, investment advisory, or financial services. Strong knowledge of

Mutual Funds, PMS, AIFs, and structured products

. Proven record of achieving business targets and delivering high client satisfaction.

Core Skills

Excellent communication, presentation, and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in MS Word, Excel, and PowerPoint. Ability to thrive in a fast-paced, client-driven environment. Self-starter with an entrepreneurial mindset and willingness to travel. Team-oriented approach with a passion for continuous learning and professional development.

Why Join Us

Opportunity to work closely with international clients and high-net-worth investors. Exposure to multi-asset investment strategies including global products. Dynamic, growth-oriented work culture focused on collaboration and innovation. Competitive compensation and performance-linked incentives.
Job Types: Full-time, Permanent, Fresher

Pay: ?30,000.00 - ?75,000.00 per month

Benefits:

Cell phone reimbursement Paid sick time Paid time off
Education:

Bachelor's (Required)
Experience:

total work: 2 years (Preferred)
Work Location: In person