Job Description Relationship Manager / Sales Manager (PMS & AIF)

Location: Andheri West, Mumbai (Head Office)
Experience: 3 to 5 Years

About the Role

We are looking for a dynamic and result-oriented Relationship Manager / Sales Manager to drive sales of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) by acquiring and servicing High Net Worth Individuals (HNIs), Ultra HNIs (UHNIs), Family Offices, and other eligible investors. The ideal candidate should have a strong network in the wealth management ecosystem and a proven track record in investment product distribution.

Key Responsibilities

- Acquire new HNI, UHNI, Family Office, and Corporate clients for PMS & AIF products.
- Develop and expand relationships with distributors including MFDs, IFAs, Wealth Managers, Chartered Accountants, and other channel partners.
- Generate new business and increase Assets Under Management (AUM) through direct and channel sales.
- Build, maintain,



and service existing client relationships through regular engagement and portfolio reviews.
- Develop new Distributors and maintain relationships with existing distributors and their RMs.

Desired Profile

- Graduate/MBA in Finance, Marketing, Commerce, or related discipline.
- 3 - 6 years' experience in Wealth Management, Mutual Funds, PMS, AIF, or Private Banking.
- Strong network of HNI/UHNI clients and/or distributors.
- Excellent sales, relationship management, and communication skills.
- Knowledge of capital markets and investment products.
- NISM certification will be an added advantage.

Compensation

Market-competitive salary with attractive performance-linked incentives and excellent career growth opportunities.

Eligible and interested candidates pls email your resume to [email protected] with your current CTC, expected CTC and notice period.

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