Equity Portfolio Manager Lead
4 weeks ago
equentis, a leading online non-discretionary equity advisory company, is seeking an exceptional Equity Portfolio Manager Lead to drive the strategic direction and operational effectiveness of our portfolio management team. This is a unique chance to join a pioneering organization at the forefront of the Indian equity markets.
About the Role
We are looking for a seasoned professional with a strong track record in equity management, excellent leadership skills, and a deep understanding of market dynamics. As our Head of Portfolio Sales, you will be responsible for achieving sales targets and developing the PMS/AIF markets. Your key responsibilities will include increasing the premium client base of PMS investors by acquiring maximum revenue generation platforms and clients, UHNIs and HNIs.
Your Key Responsibilities
- Achieve sales targets and develop the PMS/AIF markets
- Increase the 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, 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
- Manage pan India sales with complete ownership of developing the PMS business to around 10000Cr AUM by 2026
- Drive Equentis PMS proactively to be ranked amongst top 20 by 2025 and within top 10 by 2026 & top 5 by 2027
- Lead, mentor, and develop a high-performing portfolio management team
- Foster a collaborative and performance-oriented culture within the team
- Provide thought leadership on market trends, investment opportunities, and risk management
- Collaborate with the wider team to deliver the performance measures and plan to support the multi-channel client journey
Qualifications
- Education: Master's degree in finance, Economics, Business, or a related field. Advanced degree (MBA, CFA, etc.) preferred.
- Experience: Minimum of 15-20 years of experience in equity portfolio management, with at least 10-12 years in a leadership role.
The ideal candidate should have experience in core PMS sales and possess a deep understanding of market dynamics.
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