Head - Portfolio Management - BFSI

2 weeks ago

Mumbai, India SearchLight HR Services Pvt. Ltd. Full time

Position Overview:

- Seeking a dynamic and experienced professional to lead our equity portfolio management sales function.

- The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets Under Management (AUM).

- This leadership position is ideal for a seasoned professional with a deep understanding of equity markets, a proven track record of success, and the ability to cultivate strong relationships with premium clients, including UHNIs and HNIs.

Location: Mumbai

Key Responsibilities:

- Drive business development for the Portfolio Management Services (PMS) / Alternative Investment Fund (AIF) markets, achieving ambitious sales targets.

- Expand the premium client base by acquiring high-revenue platforms and key UHNI/HNI clients.

- Design and execute lead generation campaigns, including events and partnerships, to accelerate customer acquisition and revenue growth.

- Build and nurture relationships with intermediaries and direct clients, ensuring a customer-centric approach.

- Lead ongoing education and training for sales teams, equipping them with the knowledge needed to excel in the PMS space.

- Own and manage national sales operations, targeting the development of PMS business to 10,000 Cr AUM by 2026.

- Spearhead the growth of our PMS offering, aiming to rank among the top 20 PMS providers by 2025, top 10 by 2026, and top 5 by 2027.

- Lead, mentor, and build a high-performing portfolio management sales team.

- Foster a collaborative and results-oriented team culture that drives performance.

- Provide market insights and thought leadership, guiding investment strategies aligned with market trends and risk management practices.

- Conduct regular client reviews to align their financial goals with tailored portfolio solutions, ensuring long-term wealth creation.

- Work closely with the broader team to enhance the multi-channel client journey and ensure performance targets are met.

- Establish and maintain distributor tie-ups to maximize revenue streams.

Qualifications:

- Master's degree in Finance, Economics, Business, or a related field.

- MBA/CFA or other advanced qualifications are preferred.

- Minimum of 15-20 years of experience in equity portfolio management, with at least 10-12 years in a senior leadership role.

- Proven track record of driving significant AUM growth and leading high-performing teams.

- Expertise in managing relationships with UHNIs/HNIs and strong market knowledge in the PMS and AIF space.

- If you're a strategic leader with the expertise and ambition to scale our portfolio management business, we'd love to connect with you.

Experience: 15-20 years

(ref:iimjobs.com)

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