Head of Equity Portfolio Growth

13 hours ago


Mumbai, Maharashtra, India Equentis Full time
About the Role

We are seeking a seasoned professional to lead our portfolio management sales efforts at Equentis. As the Head of Portfolio Management Sales, you will be responsible for driving the growth of our portfolio management business, identifying new revenue streams, and expanding our client base.

The ideal candidate will have a minimum of 15-20 years of experience in equity portfolio management, with at least 10-12 years in a leadership role. They will be responsible for developing and executing investment strategies, managing portfolio performance, and ensuring alignment with client objectives and risk tolerances.

You will be expected to build and maintain relationships with clients, develop and strengthen relationships with intermediaries, and create lead generation campaigns to drive customer acquisition. Additionally, you will be responsible for educating and informing the team on the ground about PMS development and managing pan-India sales with complete ownership of developing the PMS business to around 10000Cr AUM by 2026.

The successful candidate will also be responsible for fostering a collaborative and performance-oriented culture within the team, providing thought leadership on market trends, investment opportunities, and risk management, and collaborating with the wider team to deliver performance measures and plans to support the multi-channel client journey.

This role offers a competitive salary package, including an estimated annual salary of $150,000 - $220,000, depending on experience, plus benefits such as health insurance, retirement plan, and paid time off.



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