Website Skillventory
Job Description:
The incumbent is expected to:
– Drive long-term portfolio performance while balancing risk and regulatory compliance.
– Lead innovation in investment products aligned with market opportunities and client needs.
– Strengthen the firm’s market positioning and brand credibility in the PMS space.
– Enable effective distribution through internal sales channels and external partnerships.
– Build a robust governance and investment framework in line with SEBI PMS guidelines.
– Define and execute the PMS business strategy aligned with organizational goals.
– Drive AUM growth through client acquisition, retention, and cross-sell strategies.
– Identify new market opportunities, themes, and investment products.
– Collaborate with Sales, Wealth, and Institutional teams to expand distribution.
– Oversee portfolio construction, asset allocation, and investment decisions across PMS strategies.
– Ensure consistent delivery of superior risk-adjusted returns.
– Monitor market trends, macro-economic factors, and sectoral outlooks.
– Guide research and investment teams on theme identification and stock selection.
– Groom team on AI led research, reports and automation of tools for customers.
– Design new PMS products based on client segments (HNIs/UHNIs) and market trends.
– Drive differentiated offerings (e.g., thematic strategies, long-short, quant-based PMS).
– Continuously enhance existing strategies based on performance and feedback.
To apply for this job please visit www.iimjobs.com.
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