Job Description
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 investmen ts 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,...