Portfolio Management Sales Director

5 days ago


Mumbai, Maharashtra, India Equentis Full time
Job Title:

Portfolio Management Sales Director

About the Role:

Equentis, a leading investment company, seeks an experienced Portfolio Management Sales Director to drive the growth of its equity portfolio management function. The ideal candidate will possess a strong track record in equity management, excellent leadership skills, and a deep understanding of market dynamics.

Main Responsibilities:
  • Achieve sales targets and develop PMS/AIF markets
  • Increase premium client base of PMS investors by acquiring maximum revenue generation platforms and clients, UHNIs and HNIs
  • Create lead generation campaigns to drive customer acquisition and organize events with partners and retail customers to drive sales
  • Build customer relationships, develop and strengthen relationships with all Intermediaries as well as direct clients
  • Regularly educate and inform the team on the ground about PMS development by conducting sessions on a periodic basis
Key Qualifications:
  • Masters degree in finance, economics, business, or a related field
  • Minimum 15-20 years of experience in equity portfolio management, with at least 10-12 years in a leadership role
  • Experience in core PMS sales
Estimated Salary:

$120,000 - $180,000 per annum



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