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 investments 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 s...