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Relationship Manager – Portfolio Mgmt Services

Company

Hireginie

Location

Vapi, Gujarat

Type

Full-time

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 portfolio
  • Perform portfolio audits and identify gaps, risks, and opportunities
  • Recommend suitable PMS s...

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