Relationship Wealth Management Manager

Role & responsibilities

About us:

Myalternates is Indias leading platform for Alternative Investments, trusted by over 600 Investors across the globe. Myalternates provides unbiased guidance and end-to-end investment support in Alternative Investments with industry experts and cutting-edge technology.

Myalternates is powered by PMS Bazaar - 𝐈𝐧𝐝𝐢𝐚𝐬 𝐍𝐨.1 𝐝𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐏𝐌𝐒 𝐚𝐧𝐝 𝐀𝐈𝐅, which enables access to over 300+ PMSs and 50+ AIFs from 150+ Portfolio Managers. With Myalternates, investors can access a wider range of alternative investment products, invest hassle-free, and monitor all their alternative investments from anywhere in a single dashboard.

Roles & Responsibilities:

• Contribute to sales performance and sales goals for the allocated territory
• Develop key relationships with new & existing investors to drive new business and keep them up to date.
• Analyse, evaluate, and develop a tailored relationship strategy for each client.
• Coordinate with the operations team and assist clients in their investment journey.
• Actively assist and support marketing activities by working on events, summits, etc.
• Remain current on all aspects of the Alternative Investment industry and emerging products in this space.

Our Expectations:

• Proven track record in sales, especially in the financial services sector.
• Sound technical financial services knowledge
• Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly
• Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis)
• Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset.

Qualifications: -

• Minimum 1 to 5+ year experience as a relationship manager or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds
• Relevant degree in Business Administration, Law, or Economics (Bachelor’s or Master’s degree)

Preferred candidate profile

• High-energy start-up/Fintech environment
• Working closely with founders and senior leaders
• Opportunity to work & network with leading asset management companies and fund managers
• Outstanding Career Growth in Alternative Investment space

Perks and benefits