Director of Investment Portfolio Growth

16 hours ago


Mumbai, Maharashtra, India equentis Full time

About the Role:

We are seeking a highly experienced and skilled Director of Investment Portfolio Growth to join our team at Equentis. As a key member of our organization, you will be responsible for driving the strategic direction and operational effectiveness of our portfolio management function.

Responsibilities:

  • Develop and execute investment strategies to achieve sales targets and drive growth in PMS/AIF markets.
  • Focus on increasing premium client base by acquiring revenue-generating platforms and clients, including UHNIs and HNIs.
  • Create lead generation campaigns to drive customer acquisition and organize events with partners and retail customers to drive sales.
  • Build strong relationships with intermediaries and direct clients, educate the team on PMS development, and provide thought leadership on market trends and investment opportunities.
  • Collaborate with the wider team to deliver performance measures and support the multi-channel client journey.

Qualifications:

  • Masters degree in finance, economics, business, or related field, with advanced degree (MBA, CFA, etc.) preferred.
  • Minimum 15-20 years of experience in equity portfolio management, with at least 10-12 years in a leadership role, specifically in core PMS sales.

What We Offer:

A competitive estimated salary of ₹80 lakhs per annum, reflecting the level of expertise and responsibility required for this role. You will have the opportunity to work with a talented team, contribute to the growth of our company, and develop your skills in a dynamic and challenging environment.



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