Portfolio Management Sales Director

3 weeks ago


Mumbai, Maharashtra, India SearchLight HR Full time
Job Description

This is a senior leadership role in SearchLight HR that requires expertise in driving business development, expanding the premium client base, and managing national sales operations. The ideal candidate will have a proven track record of success in equity portfolio management, with a deep understanding of equity markets and strong market knowledge in the PMS and AIF space.

Key Responsibilities:
  • Drive Business Development: Achieve ambitious sales targets for Portfolio Management Services (PMS) / Alternative Investment Fund (AIF) markets.
  • Expand Premium Client Base: Acquire high-revenue platforms and key UHNI/HNI clients to expand our reach.
  • Design Lead Generation Campaigns: Execute events and partnerships to accelerate customer acquisition and revenue growth.
  • Build Relationships: Nurture relationships with intermediaries and direct clients using a customer-centric approach.
  • Lead Education and Training: Equip sales teams with the knowledge needed to excel in the PMS space.
  • National Sales Operations: Own and manage national sales operations targeting the development of PMS business to 10,000 Cr AUM by 2026.
  • Growth Strategy: 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.
  • Team Leadership: Lead, mentor, and build a high-performing portfolio management sales team.
Qualifications:
  • Education: Master's degree in Finance, Economics, Business, or a related field. MBA/CFA or other advanced qualifications are preferred.
  • Experience: Minimum of 15-20 years of experience in equity portfolio management, with at least 10-12 years in a senior leadership role.
  • Track Record: Proven track record of driving significant AUM growth and leading high-performing teams.


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