8 Pms Clients Jobs

Greetings from AVANICONSULTING We are hiring for leading company Direct Responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. INTERESTED CANDIDAT...

Our client, a SEBI-registered Portfolio Management Service (PMS) firm, is looking for a Compliance Manager to drive its regulatory, governance, and risk framework. What Youll Do: Ensure full compliance with SEBI PMS Regulations, Circulars, and other statutory requirements. Manage SEBI filings, audits, and inspections with precision. Establish and monitor internal compliance policies, SOPs, and investment guideline checks. Oversee client onboarding, AML/KYC reviews, and SEBI SCORES compliance. Liaise with SEBI/APMI and act as the firms compliance point of contact. Partner with leadership to strengthen a culture of compliance and governance. What We’re Looking For: Experience: 5–8 years in Com...

Job Opening: Compliance & Operations Manager We are looking to hire a mid-level Compliance & Operations Manager . The candidate should have a minimum of 2 years of experience in managing compliance and operations of a PMS / AIF / Mutual Fund in India. This is an on-site role based out of our Gurgaon office (permanent work-from-home is not offered). Key Responsibilities Regulatory Compliance : Oversee the end-to-end SEBI compliance requirements of a PMS. Regulatory Filings : Timely preparation and submission of all documents to SEBI and other stakeholders such as APMI. KYC & Client Compliance : Ensure proper KYC compliance of all PMS clients and coordinate with clients for compliance requirem...

Role & responsibilities Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relations...

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates wit...

This position looks at a detail-oriented candidate & driven candidate for handling the channel business development function of the firm. The job is primarily handling, nurturing, deepening relationships with existing channel partners with a target of growing both mind share & wallet share with them. Another important deliverable will be looking at onboarding new partners across segments. The candidate must have good knowledge of equities along with other soft skills. The candidate will be required to travel across the country to meet channel partners & advisors, keeping them updated about the key business developments. Experience: Minimum of 5 years plus of experience in a similar business ...

Managing client portfolios by making sound equity investment decisions Develop equity investment strategies for PMS clients Conduct financial analysis Generate regular portfolio performance Required Candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/MBA preferred SEBI registered Portfolio Manager or eligible to register preferred