Senior Relationship Manager

Company Description PMS Bazaar is India’s leading platform dedicated to Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), trusted by over 100,000 subscribers globally. Its community includes HNI and UHNI investors, investment advisors, distributors, wealth managers, and family offices who rely on PMS Bazaar for deep insights into alternative investments. The platform offers comprehensive data coverage across hundreds of PMS, AIF, and GIFT City funds, backed by accurate data, actionable analytics, and advanced comparison tools to support informed investment decisions. PMS Bazaar also serves as a key knowledge bridge through guides, newsletters, and publications that are widely used by investors and top media houses, reinforcing the reliability and influence of its research. The company continues to build India’s largest alternative investments community through its digital platform and thought leadership initiatives.
Role Description The Senior Relationship Manager is a full-time, on-site role based in Mumbai, responsible for managing and growing relationships with HNI/UHNI clients, wealth managers, investment advisors, and other key stakeholders in the alternative investments ecosystem. This role involves understanding client investment objectives, recommending suitable PMS and AIF products using PMS Bazaar’s data and tools, and ensuring high-quality client service and portfolio reporting. The Senior Relationship Manager will coordinate closely with internal research and product teams to stay updated on market trends, fund performance, and new offerings, and will communicate these insights to clients through regular meetings, calls, and presentations. The role also includes onboarding new clients, handling queries, resolving issues promptly, and supporting investor events, webinars, and other engagement initiatives to deepen client trust and retention.
Qualifications
Strong client relationship management skills with experience handling HNI/UHNI investors, wealth managers, or institutional clients.
Solid understanding of PMS, AIF, mutual funds, and broader capital markets, with the ability to interpret performance data and investment reports.
Excellent communication and presentation abilities, including clear verbal communication, professional email drafting, and investor-facing discussions.
Proven sales, business development, or account management experience in wealth management, investment advisory, or financial services.
Analytical mindset with comfort using data, comparison tools, and basic Excel or CRM systems to support investment recommendations.
Ability to work independently, manage multiple client relationships, and prioritize tasks in a fast-paced, growth-oriented environment.
Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications such as CFA, CWM, or NISM are an advantage.
Prior experience in alternative investments, portfolio management, or wealth management firms in Mumbai or major financial centers is highly preferred.

Work arrangement
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