Relationship Manager
TAAS Partners · Bengaluru, India
FULL TIME
Job Description
About Client - One of the Top FinTech firms operating in Financial Advisory and Portfolio Management As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor sales cycle for HNI clients exploring Portfolio Management Services. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey. This is a pure consultative sales role. Your success is measured by qualified meetings converted, AUM onboarded, and the quality of the client experience during the acquisition journey. You will work in close partnership with the marketing team (who delivers qualified leads), the investment / product team (who supports you on strategy fitment), and the servi
Details
| Company | TAAS Partners |
| Location | Bengaluru, India |
| Type | FULL TIME |
| Niche | general |