Fund Manager - PMS Debt

Position / Job Title - Fund Manager

Function-PMS Debt

Location-Mumbai

1. Job Purpose

To manage and monitor model portfolios in adherence with the strategic framework to deliver outperformance of returns consistently.

2. Principal Accountabilities

Accountability Supporting Actions

Manage and Monitor Portfolios

1. Understand and inform on market characteristics and dynamics

2. Build and maintain model portfolios by establishing allocation mix and investment strategies

3. Evaluate Performance against strategy and regulatory requirements

Relationship Management Successful portfolio management involves establishing and nurturing client relationships built of trust and performance. Fund Managers are responsible for understanding investor's needs and long term objectives, which requires on going interactions with Existing & Prospective investors.

Increase AUM

1.Ensure outperformance of the portfolio and create niche mind space with our clients

2. Liaise and call with Sales team and Channel Partners to increase PMS visibility

Ravi Suryawanshi
ProGrace HR Services
M-9867303334