Senior Manager

4 weeks ago


Mumbai, Maharashtra, India iimjobs Full time
Instrumental in setting up the business strategy, systems, controls, and processes.

  • Responsibilities: Leading Product, business development client engagement and onboarding, operations, and marketing initiatives.
  • Key contributor in fund raising by onboarding and managing distributor relationships and client engagement.
  • Background should be from PMS
  • Portfolio Management Systems, AIF
  • Alternate Investment fund, RIA
  • Registered Investment Advisory or MF
  • Mutual Fund etc.
  • Portfolio Management Services: Equity portfolios, High yield Credit and Real Estate Debt Portfolios
  • Alternative Investment Funds: CAT 2 & CAT 3 AIFs across Real Estate, Sector Agnostic Debt & Equities.
  • Draft Product Documents, Presentations, Factsheets, Literature, Sales Pitch, Market Commentary.
  • Development and Revamp of PMS and AIF website.
  • Responsible for driving sales for Products in focus, New Fund offering and PMS Products by interacting with key clients and distributors (Banking, National Distributors, Regional distributors, and Individual financial agents).
  • Leading MF, PMS & AIF. Supporting RM on client queries related to the products on platform by way of client meetings.
  • Run independent Equity MF evaluation.
  • Prepare and maintain monthly factsheets for all our recommended mutual fund schemes on the AR intranet.
  • Maintain Model portfolio basket and regular updates on the same.
  • Quarterly Industry benchmarking for PMS product on platform.
  • Scouting new Alternate products coming in market.
  • Coming up with quality thought leadership reports twice in a year.
  • Keeping the team updated on latest happenings, news and trends in the Indian mutual fund industry, wealth management industry & Global Outlook.


CFA Added Advantage
  • Not mandatory.
  • Financial Skills: Equity Research, Quantitative Analysis, Valuation, Derivatives,
  • Technical Skills: ASP.Net, C#, C++, Matlab, Access VBA, Excel, SQL, Business Intelligence tools.

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