WE RE HIRING | PMS SALES & OPERATIONS

Kalyani Nagar, Pune
Portfolio Management Services (PMS) | Wealth Management
We're looking for experienced professionals to join our growing PMS business.

1. MANAGER / SENIOR MANAGER – PMS SALES
Experience: 5–7 Years
Salary: Up to 14 LPA (hike on last CTC)
Focus: HNI/UHNI | PMS Sales | Wealth Management
What you'll do:
• Acquire HNI/UHNI clients
• Drive AUM & revenue targets
• Present PMS strategies and investment propositions
• Manage prospects from discussion to onboarding
• Handle commercials and fee negotiations
• Build long-term client relationships
• Generate business through networks, referrals & partnerships
What we're looking for:
PMS / Wealth Management / Private Banking / Investment Advisory experience
Strong HNI/UHNI client handling experience
Strong understanding of Equity Markets & Investment Products
Excellent communication & negotiation skills

2. PMS OPERATIONS EXECUTIVE
Experience: 2–4 Years
Salary: Up to 7 LPA (hike on last CTC)
Focus: PMS Operations | Client Onboarding | Documentation
What you'll do:
• Manage end-to-end PMS onboarding
• Handle KYC, CKYC/KRA, Demat & PMS documentation
• Coordinate with custodians, brokers & intermediaries
• Manage investments, withdrawals & client requests
• Maintain operational records, trackers & MIS
• Coordinate with Portfolio Management, Compliance, Finance & Dealing teams
• Support SOP & process improvements
What we're looking for:
PMS / Wealth / Asset Management / Broking / Custody experience
PMS onboarding & operations experience preferred
Strong documentation & follow-up skills
Good communication and client-handling skills
Working knowledge of Excel & MIS

Interested
WhatsApp your updated CV: +91 89833 11444
Location: Kalyani Nagar, Pune

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