Cluster Sales Manager

Analah Overview
Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNIs) by providing personalized investment strategies.

Job Title: Wealth Relationship Manager
Location: Mumbai, Ahmedabad, Gurgaon and Jaipur
Number of Position: 40
Job Type: Full-Time
Reports to: Head of Department

Position Overview: As a Wealth Relationship Manager, you will be responsible for providing personalized financial services and investment solutions to high-net-worth individuals and families. Your goal will be to build and maintain strong client relationships while delivering exceptional service and expertise in wealth management.

Key Responsibilities

• Relationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNI clients.
• Products: Products comprising of Private Equity, Unlisted shares, Startup Investments, Mutual Funds, PMS, AIF, Insurance and Real – Estate offerings.
• Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.
• Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.
• Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.

Qualifications & Skills
Education: Bachelor’s degree in finance, Business, or Economics (MBA preferred).
Experience: Proven background in wealth management or investment advisory and offering wealth management solutions.
Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.

Compensation & Benefits
Salary Hike: Competitive based on experience and performance.
Profit Sharing: Up to 50% based on performance targets.
ESOP: Available after 3 years, at management’s discretion

Below are the group companies of Analah:
Global Platform for private equity, insurance and real estate
www.analah.inLate-stage, Unlisted & Pre IPO-Opportunities
www.analah.inMutual Fund Platform
www.risify.in Analah (DIFC) is a regulated platform for Fractional Real Estate & Private Equity
www.analah.aiRERA regulated Global Distribution Platform for Real Estate
www.analah21.comIRDAI Regulated Insurance Broking Platform
www.royalcover.in