Portfolio Management Director

11 hours ago


Mumbai, Maharashtra, India SearchLight HR Full time
About SearchLight HR

We are a leading provider of investment solutions, seeking an experienced professional to lead our portfolio management sales function.

Job Description

This 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.
Requirements
  • 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.
Compensation

The estimated annual salary for this role is ₹80,00,000 - ₹1,50,00,000, depending on qualifications and experience.



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