Portfolio Sales Director
4 days ago
equentis is at the forefront of the investment world, with a focus on Indian equity markets since 2009. We've established India's first online non-discretionary equity advisory company, offering tailored research reports regulated by SEBI. Our team brings expertise in financial markets, equity research, and technology.
This role involves developing and executing investment strategies, managing portfolio performance, and ensuring alignment with client objectives and risk tolerances. The ideal candidate will possess a strong track record in equity management, excellent leadership skills, and a deep understanding of market dynamics.
Main Responsibilities:
- Achieve sales targets and develop premium PMS/AIF markets.
- Increase the premium client base of PMS investors by acquiring revenue-generating platforms and clients, UHNIs, and HNIs.
- Create lead generation campaigns to drive customer acquisition and organize events with partners and retail customers to drive sales.
- Build customer relationships and develop relationships with intermediaries and direct clients.
- Regularly educate and inform the team about PMS development by conducting sessions.
- Manage pan-India sales and own the development of the PMS business to around ₹10,000 Cr AUM by 2026.
- Drive Equentis PMS proactively to be ranked among the top 20 by 2025, top 10 by 2026, and top 5 by 2027.
- Lead, mentor, and develop a high-performing portfolio management team.
- Foster a collaborative and performance-oriented culture within the team.
- Provide thought leadership on market trends, investment opportunities, and risk management.
- Complete regular reviews with clients to understand their current and long-term financial needs and advise them on differentiated products and services.
- Collaborate with the wider team to deliver performance measures and plans to support the multi-channel client journey.
Qualifications:
- Master's degree in finance, economics, business, or a related field. 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.
- Experience in core PMS sales.
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