Location: Mahadevpura - Bengaluru/Noida/Pune
Team: PMS Acquisition
Reporting to: Acquisition Pod Leader
Qualification: MBA / M.Com / Post Graduate (Finance preferred)
About the Role
We are looking for Relationship Managers to drive PMS acquisition for HNI clients. This is a pure consultative sales role, where you will manage the journey from qualified lead to investment and onboarding.
Key Responsibilities
- Conduct discovery meetings with HNI prospects to understand goals, risk profile, portfolio and investment needs.
- Review existing portfolios and identify gaps, concentration risks and opportunities.
- Present suitable PMS strategies and clearly explain returns, risks, liquidity, taxation and fees.
- Own the complete sales cycle follow-ups, client/family discussions, objection handling and closure.
- Drive onboarding including KYC, documentation, funding and first transaction.
- Maintain strong CRM discipline and ensure a smooth handover to the servicing RM team.
- Follow all applicable SEBI and internal compliance guidelines.
What We're Looking For
- 36 years of experience in wealth management, private banking, broking, investment products or high-ticket B2C consultative sales.
- Proven track record of closing high-value deals with measurable numbers.
- Strong discovery, communication, negotiation and objection-handling skills.
- Confident in engaging with HNI clients and managing consultative sales conversations.
- Solid understanding of Indian equity, debt, mutual funds and investment products.
- Highly organised with disciplined follow-ups and CRM hygiene.
Good to have: PMS/AIF exposure, NISM certifications and an existing HNI network.