Fund Manager - PMS

Description:

Investment Management:

- Manage and ideate portfolios for various segments of clients and as per market trends

- Designing the Risk Management Framework for the PMS

- Create model portfolios across Mutual Funds and Bonds. ETF and generate ideas for portfolios for different segment and needs of clients

- Execute buy/sell decisions and actively monitor portfolio performance

- Ensure optimal asset allocation and diversification across portfolios

- Deliver clear market commentary, model outputs, and investment rationale for client communication, reviews, and product notes

- Rebalance PMS portfolios across equity, debt, and hybrid strategies to meet client mandates and performance objectives

Client Interaction and reporting:

- Participate in client meetings, portfolio reviews, and investment discussions

- Communicate investment rationale, performance attribution, and market outlook to clients

- Support Relationship Managers and sales teams in client acquisition and retention

- Prepare and review portfolio commentary, factsheets, and presentations

Compliance & Governance:

- Ensure compliance with SEBI PMS regulations, internal policies, and audit requirements

- Maintain proper documentation and disclosures for all portfolios

- Coordinate with compliance, operations, and dealing teams for smooth execution

Others:

- Strong fundamental research and valuation skills

- Deep understanding of Indian equity markets and economic cycles

- Excellent communication and client-facing abilities

- High ethical standards and compliance orientation