Portfolio Management Director
11 hours ago
We are a leading provider of investment solutions, seeking an experienced professional to lead our portfolio management sales function.
Job DescriptionThis is a senior leadership role that requires a seasoned executive with a deep understanding of equity markets, strong business development skills, and the ability to cultivate relationships with premium clients.
Key Responsibilities- Drive business growth in the Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) markets.
- Expand the client base by acquiring high-revenue platforms and key UHNIs/HNIs.
- Design and execute lead generation campaigns to accelerate customer acquisition and revenue growth.
- Build and nurture relationships with intermediaries and direct clients.
- Lead ongoing education and training for sales teams.
- Own and manage national sales operations, targeting AUM growth.
- Spearhead the growth of our PMS offering.
- Lead, mentor, and build a high-performing portfolio management sales team.
- Foster a collaborative and results-oriented team culture.
- Provide market insights and thought leadership.
- Conduct regular client reviews.
- Work closely with the broader team to enhance the client journey.
- Master's degree in Finance, Economics, Business, or a related field.
- Minimum 15-20 years of experience in equity portfolio management.
- 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.
The estimated annual salary for this role is ₹80,00,000 - ₹1,50,00,000, depending on qualifications and experience.
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