About DSIJ Wealth Advisory

DSIJ Wealth Advisory is expanding its Portfolio Management Services (PMS) business and is looking for an experienced professional to join the team in Pune.

Role: Manager / Senior Manager PMS Sales & Client Relationships

We are looking for a polished, target-oriented professional with experience in PMS, wealth management, private banking, investment advisory or similar HNI-focused financial services.

The role involves engaging with HNI/UHNI investors, presenting investment solutions, acquiring new clients, generating AUM and building long-term client relationships.

Key Responsibilities

- Acquire new HNI/UHNI clients for the PMS business and achieve AUM/revenue targets.
- Identify and develop prospects through personal networks, referrals, leads and business-development channels.
- Understand client investment objectives, portfolio requirements and risk expectations.
- Present PMS strategies, investment philosophy, portfolio approach and value proposition to prospective clients.
- Explain PMS structures, documentation, fees and commercials clearly.
- Handle client objections, commercial discussions and negotiations within approved parameters.
- Manage the complete sales cycle from prospecting and presentation through conversion and onboarding.
- Coordinate with investment,



operations and compliance teams for smooth client onboarding.
- Build strong long-term relationships with HNI/UHNI clients.
- Maintain an active prospect pipeline and systematic follow-ups.
- Contribute to building the PMS client base as the business scales.

Candidate Profile

- 5-7 years of relevant experience in PMS, wealth management, private banking, investment advisory, broking, family office or similar financial services.
- Direct HNI/UHNI client interaction is essential.
- Experience in PMS sales / wealth product sales / investment product acquisition will be strongly preferred.
- Strong understanding of equity markets, investments and portfolio management.
- Proven experience in client acquisition and AUM generation.
- Comfortable discussing investment strategies, portfolio performance and investment products with sophisticated investors.
- Robust communication, presentation, relationship management and negotiation skills.
- Professional and confident in handling independent client meetings.
- Self-driven and comfortable working in an entrepreneurial environment.

Location: Kalyani Nagar, Pune Industry: Wealth Management / Financial Services

Experience: 5-7 Years

Role: PMS Sales & Client Relationships

📌 Senior Manager - PMS Sales & Wealth Management (Pune)
🏢 Talent Corner HR Services
📍 Pune