PMS Fund Manager HriZen

The Corporate Institute; Mumbai; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

The Corporate Institute is seeking a Senior PMS Fund Manager to lead and manage the PMS Fund Management function for TCL Wealth, focusing on HNI clients and multi-asset portfolios across equities, debt, ETFs, and bonds.

You will drive investment strategy, risk management, and regulatory compliance while delivering performance insights to clients and supporting Relationship Managers in growth initiatives.

Qualifications

• Strong knowledge of Equity & Fixed Income markets.
• Expertise in portfolio management, asset allocation, and investment research.
• Excellent analytical, communication, and client-facing skills.
• High ethical standards with strong compliance orientation.

Responsibilities

• Lead and manage PMS portfolios across multi-asset classes (equity, debt, ETFs, mutual funds).
• Develop investment strategies, model portfolios, and asset allocation frameworks.
• Execute investment decisions, monitor performance, and rebalance portfolios.
• Design and implement PMS risk management frameworks.
• Present market insights, portfolio performance, and investment rationale to clients.
• Support Relationship Managers in client acquisition and retention.
• Prepare portfolio reports, factsheets, and investment presentations.
• Ensure compliance with SEBI PMS regulations and internal governance standards.

Skills

Equity / Fixed Income markets

Portfolio management

Asset allocation

Investment research

Analytical skills

Communication skills

Client-facing skills

Compliance orientation

Job description

Job Purpose:

Lead and manage the PMS Fund Management function for TCL Wealth, focusing on HNI clients. Oversee multi-asset PMS portfolios across Mutual Funds, ETFs, and Bonds while ensuring strong investment performance, risk management, and regulatory compliance.

Key Responsibilities:

• – Manage and optimize PMS portfolios across equity, debt, ETFs, and mutual funds.
• – Develop investment strategies, model portfolios, and asset allocation frameworks.
• – Execute investment decisions, monitor performance, and rebalance portfolios.
• – Design and implement PMS risk management frameworks.
• – Present market insights, portfolio performance, and investment rationale to clients.
• – Support Relationship Managers in client acquisition and retention.
• – Prepare portfolio reports, factsheets, and investment presentations.
• – Ensure compliance with SEBI PMS regulations and internal governance standards.

Required Skills:

• – Strong knowledge of Equity & Fixed Income markets.
• – Expertise in portfolio management, asset allocation, and investment research.
• – Excellent analytical, communication, and client-facing skills.
• – High ethical standards with strong compliance orientation.

Preferred Background:

• – Experience in Portfolio Management with an AMC, Wealth Management firm, PMS, AIF, Mutual Fund, or Proprietary Investment platform, with hands‑on fund management and portfolio responsibility.