Job Description
About Our Client:
Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.
Job Title: Relationship Manager – PMS Acquisition
Location: Bangalore
Experience:3 to 6 years
Educational Qualification:
MBA (or) M Com (or) any Post Graduate in Finance
About the role:
As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor sales cycle for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey. This is a pure consultative sales role. Your success is measured b...
Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.
Job Title: Relationship Manager – PMS Acquisition
Location: Bangalore
Experience:3 to 6 years
Educational Qualification:
MBA (or) M Com (or) any Post Graduate in Finance
About the role:
As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor sales cycle for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey. This is a pure consultative sales role. Your success is measured b...