Portfolio Manager

3 days ago


Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full time
About Us

Abakkus Asset Manager Private Limited is a boutique asset manager focused on generating alpha in listed Indian equities. With over INR 32,200 Crs under management (as of 31st August), our team of experienced professionals is dedicated to providing exceptional investment solutions.

Job Overview

We are seeking a highly skilled Portfolio Manager - Wealth Growth Specialist to join our team. This role offers a unique opportunity to grow your career in wealth management and distribution while driving business growth for our organization.

Key Responsibilities:
  • AUM Growth through Relationships: Establish and maintain strong relationships with key partners, including national distributors, banks, and direct clients, to drive Assets Under Management (AUM) growth.
  • Promotion & Brand Strategy: Develop and implement targeted promotional strategies to enhance market penetration and brand visibility at both the investor and distributor levels.
  • Channel Strengthening & Training: Enhance distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
  • Operational Compliance: Ensure seamless branch operations with strict adherence to regulatory compliance.
  • Sales of PMS to HNIs: Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments.
  • Relationship Management with Intermediaries: Maintain relationships with key intermediaries and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.
Requirements:
  • Bachelor's or Master's degree in Sales, Finance, or Marketing.
  • 5-8 years of experience in PMS, AIF, Sales Distribution, preferably from an AMC background.
  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors certification.
Compensation Package:

Our estimated salary range for this role is ₹12-18 Lakhs per annum, commensurate with qualifications and experience. We offer a comprehensive benefits package, including opportunities for professional growth and development.



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