Senior Portfolio Growth Strategist

15 hours ago


Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full time

We are Abakkus Asset Manager Private Limited, a professionally run asset manager focused on generating alpha through strict adherence to processes and discipline.

Company Overview

With assets under management of INR 32,200 Crs as of 31st Aug 2024, we offer a unique opportunity for individuals to grow their careers in wealth management and distribution. Our team is highly experienced, and our endeavor is to maintain a strong market presence through effective outreach and support.

About the Role

This senior portfolio growth strategist role reports directly to our National Sales Head and requires a minimum of 5 years of experience in PMS, AIF, and sales distribution. The ideal candidate will have a graduation or post-graduation degree in sales, finance, or marketing and come from an AMC background.

Key Responsibilities

The primary responsibilities of this role include:

  • AUM Growth through Relationships: Establish and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
  • Promotion & Brand Strategy: Develop and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
  • Channel Strengthening & Training: Enhance distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
  • Operational Compliance: Ensure seamless branch operations with strict adherence to regulatory compliance.
  • Sales of PMS to HNIs: Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
  • Relationship Management with Intermediaries: Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.
Mandatory NISM Courses

The ideal candidate must have completed the following NISM courses:

  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors

Estimated Salary: ₹80,000 - ₹120,000 per month



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