Job description Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams Job Type: Full-time Pay: ₹360,000.00 - ₹1,200,000.00 per year Schedule: Day shift Work Location: In person Speak with the employer +91 7042231989

Job description Job Title: Operations Executive Investment Support Location: Lower Parel, Mumbai Experience: 2+ years preferred About Us: Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story. Role Overview: As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism. Key Responsibilities: Account Opening & KYC: Manage end-to-end account opening for mutual funds and other investments. Perform KYC documentation checks, verifications, and compliance adherence. Coordinate with clients for collection of required documents and resolve discrepancies. Investment Operations: Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions. Ensure timely processing and accurate reporting of all investment activities. Client Coordination: Act as a key liaison between clients, AMCs, platform partners, and internal teams. Provide proactive updates to clients regarding their account status, transactions, and investment portfolios. Data Management: Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting. Ensure all activities are compliant with internal policies and regulatory requirements. What Were Looking For: Graduate (any stream) with excellent communication skills in English. Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing. Strong understanding of mutual funds, SIPs and investment platforms. Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet). Highly detail-oriented, organized, and committed to service excellence. Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person