We are hiring a
Relationship Manager – PMS Acquisition
for a quick-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 prospects




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