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-en d 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 me...