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 robust 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.
Valuable to have: PMS/AIF exposure, NISM certifications and an existing HNI network.