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Job Description
Position: Senior Relationship Manager / Wealth Manager Pune
Experience: 5–8 years (Wealth Management / Financial Advisory)
Role Overview:
We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. The role requires strong investment knowledge across MF, PMS, AIF, Bonds, and Equity products.
Key Responsibilities
- Manage & grow relationships with HNI / mass-affluent clients in Pune
• Conduct goal-based planning, asset allocation & periodic portfolio reviews
• Recommend investment solutions across MF, PMS, AIF, Bonds, Equity
• Selective new client acquisition through referrals & warm introductions
• Collaborate with product & research teams for client solutions
• Ensure compliance with SEBI, AMFI, regulatory guidelines
Required Skills & Experience
- 5–8 years experience in WM / private wealth / advisory roles
• Strong advisory capability with Pune client exposure preferred
• Good understanding of MF, PMS, AIF, Bonds, tax planning
• Excellent communication & relationship management skills
Why Join Us
- Strong product basket & research support
• Warm leads support (not purely acquisition)
• Competitive senior-level compensation + performance incentives
• Growth path towards Senior RM / Team Lead roles
Skills
Mutual FundsHNI Client HandlingNISMMutual Fund AdvisoryWealth ManagementHNIPortfolio ManagementHNI AcquisitionIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, Trusts and Charities. Providing disciplined, research-driven Family Office Services.
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