About Our Client: Our client is a rapid-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.
Job Title: Relationship Manager – PMS Acquisition
Location: Bangalore
Experience:3 to 6 years
Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance
About the role: As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor sales cycle for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey. This is a pure consultative sales role. Your success is measured by qualified meetings converted, AUM onboarded, and the quality of the client experience during the acquisition journey.



You will work in close partnership with the marketing team (who delivers qualified leads), the investment/product team (who supports you on strategy fitment), and the servicing RM pod (who takes over the client relationship for long-term advisory after onboarding).
Responsibilities:
Discovery & Exploration:
Conduct first exploration meetings with qualified HNI leads — understand goals, risk profile, existing portfolio, and the trigger for considering PMS.
Build a quick, accurate read of the prospect's financial context, decision-making style, and what success looks like for them.
Ask the right questions to draw out unstated concerns, not just stated preferences.
Portfolio Audit & Diagnosis:
Review the prospect's existing portfolio across asset classes and surface gaps, concentration risks, tax inefficiencies, and missed opportunities.
Translate the audit into a clear, jargon-free narrative the client can act

📌 Relationship manager (Bengaluru)
🏢 Hireginie
📍 Bengaluru