Bondsindia - Relationship Manager - Portfolio Management Services

Key Responsibilities:

1. Client Acquisition & Sales:

- Identify, approach, and onboard HNI/UHNI clients for debt PMS products

- Drive AUM growth through new client acquisition and existing client expansion

- Pitch fixed-income investment strategies, including bonds, NCDs, G-Secs, and structured debt products

- Achieve assigned revenue and sales targets

2. Client Relationship Management:

- Conduct regular face-to-face meetings with clients to understand financial goals and risk appetite

- Provide customized investment solutions aligned with client requirements

- Maintain strong, long-term relationships to ensure client retention and referrals

3. Investment Advisory Support:

- Explain portfolio strategies, performance, and market outlook to clients

- Work closely with portfolio managers and research teams to align client portfolios

- Keep clients updated on interest rate movements, credit outlook, and macroeconomic trends

4. Portfolio Monitoring & Reporting:

- Track portfolio performance and ensure timely communication of updates to clients

- Assist in preparing client presentations, reports, and review materials

- Address client queries regarding portfolio holdings and returns

5. Compliance & Process Adherence:

- Ensure all sales and advisory activities comply with Securities and Exchange Board of India PMS regulations

- Maintain proper documentation, KYC, and audit trails

- Coordinate with internal teams (operations, compliance, investment desk) for smooth execution