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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
Work arrangement
No
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