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.
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