Wealth Manager - PMS & AIF

Job Description:

- Acquire HNI/UHNI/Family Office clients for PMS and AIF products.

- Generate leads through direct sourcing, channel partners, RMs, and IFAs.

- Achieve sales and revenue targets for PMS & AIF.

- Develop distribution relationships with wealth firms, banks, and platforms.

- Understand client risk profile, investment objectives, and asset allocation.

- Recommend suitable PMS/AIF strategies aligned with client goals.

- Conduct periodic portfolio reviews and performance discussions.

- Ensure proper documentation, onboarding, and investment execution.

- Maintain long-term client relationships to drive wallet share.

- Act as primary point-of-contact for investment queries.

- Conduct investor meetings, events, webinars and reviews.

- Provide high-quality service and proactive client engagement.

- Deep understanding of PMS strategies (equity, multi-asset, thematic etc.

- Strong knowledge of AIF categories Cat I, Cat II, Cat III.

- Track markets, macro trends, and fund performance.

- Liaise with research & fund management teams for product updates.

- Ensure full compliance with SEBI regulations and internal policies.

- Complete documentation, KYC, and investment suitability assessment.

- Maintain accurate MIS, pipeline reports, and client records.