About the Job

We are seeking a driven PMS Sales to support the growth of our Portfolio Management Services (PMS) business. The role will focus on developing relationships with prospective and existing clients, identifying suitable business opportunities and presenting PMS offerings to eligible investors.

The ideal candidate will have experience in financial services sales, preferably in PMS, wealth management or investment advisory. They should be confident engaging with HNIs and UHNI clients, able to explain investment solutions clearly and committed to conducting business in line with approved communication and regulatory requirements.

Roles and Responsibilities

- Identify and develop prospective PMS clients through referrals, professional networks, business development activities and other suitable channels.
- Build and maintain relationships with HNI, UHNI and other eligible investors.
- Understand client investment objectives, preferences and requirements, and coordinate with the relevant teams to guide discussions on suitable PMS offerings.
- Present PMS strategies, processes and approved product information to prospective clients.
- Arrange and conduct client meetings, presentations and follow-ups to progress business opportunities.
- Maintain an active sales pipeline and update prospect interactions, follow-ups and opportunity status in the CRM or internal systems.
- Work towards assigned business development and sales targets.
- Coordinate with the research, investment, compliance, operations and client servicing teams to address client queries and support the sales process.
- Support the transition from sales to onboarding by coordinating with the PMS operations team once a client decides to proceed.




- Maintain regular engagement with existing clients and identify opportunities to strengthen client relationships and generate referrals.
- Participate in client events, investor meetings and other business development initiatives.
- Share relevant market and client feedback with internal teams.
- Ensure client communications and product presentations use approved materials and follow applicable regulatory requirements.
- Maintain accurate records of client meetings, communications, sales activity and required documentation.
- Avoid making unauthorised statements or assurances about investment performance or returns.

Skills Required

Domain Skills

- Understanding of financial markets and investment products.
- Familiarity with PMS, wealth management or investment advisory is preferred.
- Ability to explain investment strategies and product information clearly to clients.
- Awareness of client suitability, risk profiling and regulatory requirements relevant to investment product sales.

Sales and Relationship Skills

- Strong business development, prospecting and client relationship skills.
- Confidence engaging with HNI and UHNI clients.
- Solid presentation, negotiation and follow-up skills.
- Ability to build trust and maintain long-term client relationships.
- Target-oriented approach with strong ownership of the sales pipeline.

Technical and Reporting Skills

- Proficiency in Microsoft Excel, PowerPoint and other MS Office tools.
- Ability to maintain accurate prospect, client and sales pipeline records in CRM or internal systems.
- Strong reporting and follow-up discipline.

Qualification and Experience

- Bachelor’s degree in Business, Finance, Commerce, Management or a related field.
- Relevant experience in financial services sales, preferably in PMS, wealth management, investment advisory or private banking.
- Experience engaging with HNI or UHNI clients would be an advantage.

📌 PMS Sales (Mumbai)
🏢 Deven Choksey
📍 Mumbai