Dalal Street Investment Journal
Website:
dsij.in
Job details:
About the RoleWe are looking for an experienced and polished PMS Sales & Client Relationship professional to join our growing wealth management business.
This will be a key front-facing role and one of the initial hires for our PMS vertical. The individual will work closely with senior management and will be responsible for engaging with prospective HNI clients, presenting our investment proposition, converting opportunities, and managing relationships through the onboarding process.
Given the nature of the role, we are specifically looking for someone who has prior experience interacting with HNI/UHNI investors and selling PMS, wealth management or similar investment products.
Key Responsibilities· Own agreed client acquisition, AUM and revenue targets for the PMS business
· Engage with prospective HNI/UHNI clients and understand their investment objectives, portfolio requirements and expectations.
· Present and clearly articulate the firm's PMS investment philosophy, strategy and value proposition.
· Explain PMS documentation, fee structures and fee illustrations to prospective clients in a clear and transparent manner.
· Lead client discussions around commercials and fee negotiations, within approved internal parameters.
· Manage the sales process from initial discussion through conversion and onboarding.
· Coordinate with investment, operations and compliance teams to ensure a smooth client onboarding experience.
· Build and maintain strong long-term relationships with clients and serve as a key client-facing representative of the PMS business.
· Maintain an active pipeline of prospects and systematically follow up on leads.
· Over time, contribute towards building the PMS client base through referrals, networks, partnerships and other business-development channels.
· Maintain a high standard of communication, professionalism and confidentiality in all client interactions.
Candidate Profile· 5–7 years of relevant experience in PMS, wealth management, private banking, investment advisory, family office, broking or a similar HNI-facing financial-services role.
· Prior experience dealing directly with HNI/UHNI clients is essential.
· Strong understanding of equity markets, investment products and portfolio management.
· Prior PMS sales/client relationship experience would be strongly preferred.
· Comfortable discussing investment strategies, portfolio construction and performance with sophisticated investors.
· Experience explaining and negotiating PMS/wealth-management fee structures would be an advantage.
· Strong communication, presentation and interpersonal skills.
· Professional, confident and presentable, with the ability to independently represent the firm in client meetings.
· Strong relationship-building and negotiation capabilities.
· Self-driven and comfortable working in an entrepreneurial environment where the PMS business is being built and scaled.
What Makes This Role DifferentAs an early member of the PMS team, the candidate will also have the opportunity to play a meaningful role in shaping the client acquisition and relationship-management processes as the business scales.
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