Relationship Manager – PMS Acquisition

Relationship Manager (PMS Acquisition) - A Digital Wealth Management firm - Bengaluru

Job Summary:

As a Relationship Manager in the PMS Acquisition team, the ideal candidate will manage the complete prospect‑to‑investor sales cycle for HNI clients exploring Portfolio Management Services. The role is consultative, involving exploration meetings, portfolio audits, and presenting tailored PMS strategies, while guiding clients through decision‑making and onboarding.

About the Organization:

Our client is one of India’s leading wealth management firms, serving clients across 2,500+ cities with personalized investment and financial planning solutions. By leveraging data, technology, and proprietary analytics, the firm provides a full spectrum of services including mutual funds, equities, insurance, portfolio construction, and financial advisory, enabling clients t...