Head - PMS - PCG - Banking

Name: Head of PMS - PCG Job Role: Head of PMS - PCG

Department: Sales Years of Experience: 12- 15 years of which min 8 years in Pvt Bank / Wealth Management Industry.

Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Team Manager

Job Description / Key Responsibilities:

- Primarily responsible to shape investment strategies, drive business growth and ensure exceptional service delivery to privileged clients Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory and Research Based AUM products.

- Contact prospective clients to present information and explain our products and anticipated returns.

- Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs.

- Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions.

- Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships, by regular face-to-face meetings.

- Assess client's risk and return aspirations and deliver a tailored portfolio of products.

- Engage in periodical competitor mapping and suggest product and business team to track market developments.

- Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions.

- Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team.

- Stay up-to-date with market trends, economic indicators and relevant financial news to inform regarding investment decisions.

- Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.