? Kalyani Nagar, Pune ? Portfolio Management Services (PMS) | Wealth Management We’re looking for experienced professionals to join our growing PMS business.

? 1. MANAGER / SENIOR MANAGER – PMS SALES

? Experience: 5–7 Years

? Salary: Up to ₹14 LPA (hike on last CTC) ? Focus: HNI/UHNI | PMS Sales | Wealth Management

What you’ll do: • Acquire HNI/UHNI clients

- Drive AUM & revenue targets
- Present PMS strategies and investment propositions
- Manage prospects from discussion to onboarding
- Handle commercials and fee negotiations
- Build long-term client relationships
- Generate business through networks, referrals & partnerships

What we’re looking for: ✅ PMS / Wealth Management / Private Banking / Investment Advisory experience

✅ Strong HNI/UHNI client handling experience

✅ Robust understanding of Equity Markets & Investment Products

✅ Excellent communication & negotiation skills

? 2. PMS OPERATIONS EXECUTIVE

? Experience: 2–4 Years

? Salary: Up to ₹7 LPA (hike on last CTC) ? Focus: PMS Operations | Client Onboarding | Documentation





What you’ll do: • Manage end-to-end PMS onboarding

- Handle KYC, CKYC/KRA, Demat & PMS documentation
- Coordinate with custodians, brokers & intermediaries
- Manage investments, withdrawals & client requests
- Maintain operational records, trackers & MIS
- Coordinate with Portfolio Management, Compliance, Finance & Dealing teams
- Support SOP & process improvements

What we’re looking for: ✅ PMS / Wealth / Asset Management / Broking / Custody experience

✅ PMS onboarding & operations experience preferred

✅ Strong documentation & follow-up skills

✅ Good communication and client-handling skills

✅ Working knowledge of Excel & MIS

? Interested? ? WhatsApp your updated CV: +91 89833 11444 ? Location: Kalyani Nagar, Pune #Hiring #PMS #PMSJobs #PMSales #PMSOperations #WealthManagement #PortfolioManagement #HNI #UHNI #InvestmentManagement #FinanceJobs #PuneJobs #HiringNow

📌 WE’RE HIRING | PMS – SALES & OPERATIONS (Pune)
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