Relationship Manager – Portfolio Mgmt Services

We are hiring a Relationship Manager • PMS Acquisition for a fast-growing financial services organization focused on delivering premium investment solutions to HNI clients. Job Title: Relationship Manager • PMS Acquisitio Location: Bangalore/Pune(only Local candidates to apply) Experience: 3 to 6 year Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance Certifications : NISM VA & NISM XXIA must Role Overview :Own the end-to-end HNI acquisition journey for PMS investments through consultative, advisory-led sales. You will work with qualified leads to convert prospects into long-term investors and drive AUM growth Key Responsibility Conduct HNI discovery meetings to understand goals, risk profile, and portfolioPerform portfolio audits and identify gaps, risks, and opportunitiesRecommend suitable PMS strategies with clear rationale and trade-offsDrive complete sales cycle from meeting to closureHandle objections and support decision-making with advisory approachEnsure smooth onboarding (KYC, documentation, funding)Maintain CRM hygiene and follow compliance standards Requirements 3–6 years in consultative / HNI sales (Wealth, Private Banking, Broking, Insurance, etc.)Proven track record of high-ticket closuresStrong communication and relationship-building skillsGood understanding of equity, debt, and investment productsStructured follow-up and pipeline management discipline