Portfolio Management Strategist

6 hours ago


Mumbai, Maharashtra, India Equentis Full time
Job Description:

As a key member of our team at Equentis, you will oversee the firm's equity portfolio management function, driving the strategic direction and operational effectiveness of the portfolio management team. This role involves developing and executing investment strategies, managing portfolio performance, and ensuring alignment with client objectives and risk tolerances.

Responsibilities:
  • Achieve sales targets and drive development of PMS/AIF markets
  • Increase the premium client base of PMS investors by acquiring maximum revenue generation platforms and clients, UHNIs and HNIs
  • Create lead generation campaigns to drive customer acquisition, organize events with partners and retail customers to drive sales
  • Build customer relationships, develop and strengthen relationships with all Intermediaries as well as direct clients
  • Regularly educate and inform the team on the ground about PMS development by conducting sessions on a periodic basis
  • Manage pan India sales with complete ownership of developing the PMS business to around 10000Cr AUM by 2026
  • Drive Equentis PMS proactively to be ranked amongst top 20 by 2025 and within top 10 by 2026 & top 5 by 2027
  • Lead, mentor, and develop a high-performing portfolio management team
  • Foster a collaborative and performance-oriented culture within the team
Qualifications:
  • Masters degree in finance, economics, business, or a related field
  • Advanced degree (MBA, CFA, etc.) preferred
  • Minimum of 15-20 years of experience in equity portfolio management, with at least 10-12 years in a leadership role
  • Candidate should have experience in core PMS sales
Estimated Salary:

₹1500000 - ₹2500000 per annum



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