Relationship Manager

Relationship Manager Sales & BD | Alphanex Investments (Only Mumbai-Based Candidate)

Office Address: 701, New Tropical Era Wagale Estate, Thane West

Were scaling fast at Alphanex Investments and looking for a driven Relationship Manager who can build relationships, pitch with confidence, and close deals in the wealth management space.

You will be working directly with the Founder, gaining hands-on exposure to high-value clients and strategic decision-making.

If you have experience in PMS & AIF and enjoy working with HNI clients, this is for you.

Key Responsibilities

• Drive Sales & Business Development for PMS & AIF products
• Build and manage HNI/UHNI client relationships
• Understand client needs and pitch tailored investment solutions
• Ensure strong follow-ups and high conversion rates
• Leverage your network to generate quality leads

Who Should Apply

• 2+ years of experience in financial sales/wealth management
• Strong knowledge of PMS & AIF
• Excellent communication and convincing ability
• Strong networking and relationship-building skills
• Target-driven with a focus on closures

Mandatory Requirement

NISM Series XXI-A Certified

Compensation

• Attractive fixed salary (based on experience)
• High-performance incentives (no upper cap)
• Strong earning potential for performers

Why Join Us?

• Work directly with the Founder
• High-growth, high-ownership role
• Exposure to premium HNI clients
• Fast career progression