Head - Portfolio Management Services - Stock Brooking Firm

Dear Applicant,

APPLY NOW, LEADERSHIP ROLE for One of the Best Stock Brooking House, Headquartered in Mumbai

Title: Head of PMS- PCG

Industry: Stock Broking/ Wealth Management

Department: Sales (Years of Experience:12- 20 years in Pvt Bank / Wealth Management)

Job Description / Key Responsibilities:

- Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients.

- Primarily responsible to shape investment strategies, drive business growth and ensure exceptional service delivery to privileged clientsIdentify 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.

Key Result Area (KRA):

- Margin Acquisition

- Client Relationship

- Market Research

- Compliance

- Margin Acquisition - AUM in Crores

- Client Satisfaction

- Client Retention

- Competitor Mapping on best practices

- Adherence to Regulatory Compliance

- Risk Mitigation

Educational Requirement: Post Graduate/ CA/ MBA from recognized university

PS: Candidates from Stock Broking/Wealth management/Securities based companies are preferred