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 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
- Valuable understanding of equity, debt, and investment products
- Structured follow-up and pipeline management discipline

📌 Relationship Manager – Portfolio Mgmt Services (Bengaluru)
🏢 Hireginie
📍 Bengaluru