Relationship Manager | PMS

Stockaxis; Mumbai City; Hybrid; INR 900,000 - 1,500,000; Full time

Benefits offered by this job

Fixed salary

Incentives

Work from home

Hybrid model

Training

Job summary

Stockaxis is seeking a Relationship Manager for the Wealth Division to drive PMS business through HNI/UHNI client acquisition, relationship management, and advisory sales.

You will build and maintain client relationships, explain PMS strategies and performance, coordinate with research, operations and compliance teams, and strive to achieve PMS sales and AUM targets in a compliant manner.

Qualifications

• 2 to 6 years of experience in PMS, wealth management, investment advisory, broking, or financial services.
• Graduate or MBA qualification required.
• Good knowledge of PMS and equity markets.
• Strong communication, sales, negotiation, and relationship-management skills.
• HNI client handling and PMS sales experience preferred.
• NISM certification will be an added advantage.

Responsibilities

• Acquire and onboard HNI/UHNI clients for PMS offerings.
• Generate leads through calling, references, networking, and existing databases.
• Explain PMS strategies, investment approach, performance, and risks to clients.
• Build and maintain strong relationships with existing clients.
• Achieve PMS sales and AUM targets.
• Conduct client meetings and follow up with prospective investors.
• Coordinate with research, operations, and compliance teams for smooth onboarding.
• Ensure client communication and sales activities follow applicable SEBI guidelines.

Skills

Relationship management

Sales

Communication

PMS knowledge

Education

Graduate/MBA

NISM certification (advantage)

Job description

Hiring for Wealth Division PMS

Company: stockaxis

Website: https://www.stockaxis.com/

Location: Cuffe Parade, Mumbai

Experience: 2 to 6 Years

Role Overview

We are looking for a RM- Wealth Division to drive PMS business through HNI/UHNI client acquisition, relationship management, and sales.

Key Responsibilities

• Acquire and onboard HNI/UHNI clients for PMS offerings.
• Generate leads through calling, references, networking, and existing databases.
• Explain PMS strategies, investment approach, performance, and risks to clients.
• Build and maintain strong relationships with existing clients.
• Achieve PMS sales and AUM targets.
• Conduct client meetings and follow up with prospective investors.
• Coordinate with research, operations, and compliance teams for smooth onboarding.
• Ensure client communication and sales activities follow applicable SEBI guidelines.

Requirements

• 26 years of experience in PMS, wealth management, investment advisory, broking, or financial services.
• Qualification: Graduate/ MBA
• Good knowledge of PMS and equity markets.
• Strong communication, sales, negotiation, and relationship-management skills.
• HNI client handling and PMS sales experience preferred.
• Relevant NISM certification will be an added advantage.

Perks an Benefits

• Fixed salary + Incentives
• Friendly, supportive work culture
• Work-from-home opportunity with a hybrid model
• Training to help you grow and succeed