Job Description

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 (HNWIs) by providing personalized investment strategies. Position Overview: As a Private Banker and 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 HNW 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. 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. Below are the group companies of Analah: Global Platform for private equity, insurance and real estate www.analah.in Late-stage, Unlisted & Pre IPO Opportunities Mutual Fund Platform - www.risify.in Analah (DIFC) is a regulated platform for Fractional Real Estate & Private Equity www.analah.ai RERA regulated Global Distribution Platform for Real Estate www.analah21.com IRDAI Regulated Insurance Broking Platform www.royalcover.in Role & responsibilities