? WE’RE HIRING | PMS SALES & OPERATIONS
? Location: Kalyani Nagar, Pune
? Industry: Wealth Management | Portfolio Management Services (PMS)
We’re looking for experienced professionals to join our growing wealth management business.
? 1. Manager / Senior Manager – PMS Sales & Client Relationships? Experience: 5–7 Years
? Salary: Up to ₹14 LPA (depending on last CTC and experience)
? Key Focus: Direct PMS Sales | HNI/UHNI Acquisition | AUM Generation
Key Responsibilities
• Personally source prospects and acquire HNI/UHNI clients.
• Generate AUM and achieve sales and revenue targets.
• Convert leads into clients and build a sustainable client portfolio.
• Present PMS investment strategies, portfolio performance, product features and risks.
• Explain PMS fee structures and negotiate commercials.
• Conduct investment discussions and portfolio reviews.
• Manage client onboarding, relationships and retention.
• Develop business through networking, referrals and independent sourcing.

Candidate Requirements
✅ 5–7 years of experience in PMS Sales, Wealth Management,



Private Banking or Investment Advisory.
✅ Proven experience in direct HNI/UHNI client acquisition.
✅ Strong knowledge of PMS, AIF, Mutual Funds and Equity Markets.
✅ Demonstrated ability to generate personally sourced AUM.
✅ Solid networking, presentation, negotiation and business-development skills.
⭐ Candidates with a proven track record in direct PMS sales and self-sourced AUM will be strongly preferred.

? 2. PMS Operations Executive? Experience: 2–4 Years
? Salary: Up to ₹7 LPA (depending on last CTC and experience)
? Key Focus: PMS Operations | Client Onboarding | Documentation
Key Responsibilities
• Manage end-to-end PMS client onboarding and account activation.
• Handle KYC, CKYC/KRA, Demat and PMS documentation.
• Coordinate with custodians, brokers and market intermediaries.
• Process additional investments, withdrawals, redemptions and client requests.
• Maintain operational records, trackers and MIS.

📌 WE’RE HIRING | PMS SALES MANAGER (Pune)
🏢 Mudrabiz- It Takes Money to Make Money
📍 Pune