Relationship Manager – Portfolio Mgmt Services
Location
Vapi, Gujarat
Job Type
Full-time
Category
Operations Specialties Managers
Posted
June 07, 2026
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...