Website:
peoplecap.in
Job details:
Job title: Senior Manager / Vice President, PMS Sales (HNI & Family Offices)
Location: Hyderabad (post a second listing for Delhi NCR)
Employment type: Full-time
A fast-growing WealthTech firm, SEBI-registered as both a Research Analyst and a Portfolio Manager and backed by Tier-1 investors, is hiring a senior sales leader to build and own its Portfolio Management Services (PMS) franchise.
This is a client-facing mandate for someone who already operates in the HNI and family office world and wants to bring that network to a differentiated, research-led PMS platform. It is not an entry-level or pure-support role. We are looking for a professional who has personally raised assets, carries their own relationships, and can build a book from the front.
What you will own
- Acquire HNIs, family offices, and institutional clients for the firm's PMS strategy
- Convert your existing network, referrals, and industry relationships into a qualified pipeline
- Represent the firm at industry forums, conferences, and closed networking circles
- Build customised pitches mapped to each client's goals and risk profile, and see them through to onboarding
- Deepen and retain relationships to drive repeat allocations and referrals
- Work closely with the portfolio management team to keep clients current on performance and strategy
- Maintain clean documentation and full compliance with SEBI and internal norms
Who we are looking for
- 5+ years in PMS, AIF, private wealth, or private banking, with a genuine track record of raising assets
- An existing, active network of HNIs and family offices you can approach from day one
- A closer who is comfortable owning a number in a high-growth startup environment
- Strong communication, sound judgement, and a collaborative operating style
- NISM certification relevant to the role is preferred
What is on offer
- A senior, high-ownership seat with direct access to leadership
- A credible, research-first PMS product backed by serious institutional capital
- Open compensation for the right profile, structured to reward performance
Click on Apply to know more.
