Strategic Portfolio Management Lead

5 days ago


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

Job Title: Strategic Portfolio Management Lead


About the Role:


We are seeking a seasoned professional to lead our equity portfolio management sales function. The ideal candidate will have a deep understanding of equity markets, a proven track record of success, and the ability to cultivate strong relationships with premium clients.


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.
  • 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.

About Us:


SearchLight HR Services Pvt. Ltd. is a leading provider of human resources solutions. Our team is committed to delivering exceptional results and driving business growth.



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