Job Title: Investment Consultant – Portfolio Management Services (PMS)

Type of Employment: Full time

Experience: 2+ years

Location: Lower Parel, Mumbai (WFO)

Role OverviewWe are looking for a driven sales professional to acquire and manage High Net-Worth Individual (HNI) clients for our Portfolio Management Services business. The role involves direct client pitching, relationship management, and driving investor acquisition to meet business growth targets.

Key Responsibilities
Identify, approach, and pitch PMS products to HNI clients, prospects, and their advisors
Build and maintain a solid pipeline of qualified leads through networking, referrals, and market outreach
Conduct client meetings, presentations, and product discussions to convert leads into investments
Build long-term relationships with HNIs, family offices, wealth managers, distributors, and referral partners
Organise events
Reach out to clubs to host sessions
Coordinate with the marketing team on leads generated through digital and offline campaigns, and drive conversions
Stay updated on PMS performance, market trends, and competitor offerings to effectively position the product




Ensure complete and accurate documentation, KYC, and onboarding formalities for new investors
Maintain regular reporting on leads, conversions, and pipeline status
Represent the company at investor meets, seminars, and networking events

Required Skills & Qualifications
Bachelor's degree in Finance, Commerce, Business, or related field; MBA preferred but not mandatory
Basic understanding of financial markets, mutual funds, equities, and investment products
Strong communication, presentation, and interpersonal skills
Prior experience in HNI sales, wealth management, broking, or financial services preferred
Self-motivated with the ability to work independently and meet sales targets

Mandatory Certification Requirement
Candidate must explicit the NISM Series-XV (Research Analyst) Certification or NISM Series-XIII (Portfolio Distribution) examination within 1 month of joining. Continued employment is subject to successful completion of this certification.

Pay: From ₹55,000.00 per month

Benefits:
Leave encashment
Provident Fund

Work Location: In person

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