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Senior Relationship Manager — Raipur
Full timeRaipur, CGNISM V-A requiredAMFI ARN preferred
You'll own a book of HNI client relationships end to end — from the first net-worth conversation through ongoing portfolio and protection reviews. This is a client-facing, revenue-owning role at a firm that already has 20+ professionals and clients across India, Dubai, and Mauritius.
What you’ll do
- Own and grow a portfolio of HNI client relationships
- Lead Alpha360 onboarding conversations — net worth, blockage analysis, goals
- Structure and recommend across mutual funds, PMS, AIF, and insurance mandates
- Coordinate with the estate planning and insurance teams for cross-arm client needs
- Maintain SEBI-compliant documentation and suitability records for every client
What we’re looking for
- NISM V-A (Mutual Fund Distributors) certification — required
- AMFI ARN registration — preferred, or willing to obtain within 60 days
- 3+ years in wealth management, private banking, or financial products distribution
- Comfortable with in-person client meetings across Raipur and central India
Apply for this role
Send us your resume and a note about why this role fits — we read every application personally.