Relationship Manager – Portfolio Mgmt Services

We are hiring a Relationship Manager – PMS Acquisition for a fast-growing financial services organization focused on delivering premium investment solutions to HNI clients.

Job Title: Relationship Manager – PMS Acquisitio

Location: Bangalore/Pune(only Local candidates to apply)

Experience: 3 to 6 year

Educational Qualification : MBA (or) M Com (or) any Post Graduate in Finance

Certifications : NISM VA & NISM XXIA must

Role Overview : Own the end-to-end HNI acquisition journey for PMS investmen ts through consultative, advisory-led sales. You will work with qualified leads to convert prospects into long-term investors and drive AUM growth

Key Responsibility

• Conduct HNI discovery meetings to understand goals, risk profile, and portfolio
• Perform portfolio audits and identify gaps, risks, and opportunities
• Recommend suitable PMS strategies with clear rationale and trade-offs
• Drive complete sales cycle from meeting to closure
• Handle objections and support decision-making with advisory approach
• Ensure smooth onboarding (KYC, documentation, funding)
• Maintain CRM hygiene and follow compliance standards

Requirements

• 3–6 years in consultative / HNI sales (Wealth, Private Banking, Broking, Insurance, etc.)
• Proven track record of high-ticket closures
• Strong communication and relationship-building skills
• Good understanding of equity, debt, and investment products
• Structured follow-up and pipeline management discipline