Portfolio Expert - Mutual Funds, PMS, AIF

QuickTurtle; Bengaluru, Chennai; On-site; INR 6,00,000 - 12,00,000; Full time

Job summary

An established industry player is seeking a dynamic professional to lead activation and servicing for demat holdings across various regions. This role focuses on supporting target fulfillment for mutual funds and asset management while training a dedicated team. The ideal candidate will have extensive experience in the financial services sector, exceptional client management skills, and a strong analytical mindset. Join a forward-thinking organization where your contributions will drive asset growth and enhance client relationships in a vibrant market landscape.

Qualifications

• 7-10 years of experience in financial services industry.
• Strong analytical skills to interpret market and business information.

Responsibilities

• Spearhead activation and servicing for demat holdings in the region.
• Support target fulfilment for mutual funds and asset management.
• Train team on portfolio reviews and ensure productivity.

Skills

Client Management

Analytical Skills

Portfolio Management

Sales Strategy

Education

Relevant Regulatory Certifications

Bachelor's Degree in Finance or Related Field

Job description

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster.

2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales, and AIF Net Sales of the Region / Zone / Cluster through existing/external assets of Super Investor clients by aiding a team of Investment Specialists (IS), Sr. Investment Specialists (Sr. IS), and Virtual Investment (V. IS). These teams are responsible for asset gathering and generating overall revenue from the segment via the existing and new Super Investor customer base.

3) Bring in fresh assets into MF, PMS, and AIF through in-depth portfolio reviews of clients. Provide research and updates to team members and Super Investor clients.

4) Training the team on portfolio reviews will be a key responsibility.

5) Ensure minimum productivity across team members in asset gathering.

6) Service and grow assets of Super Investors in the specified geography.

7) Interact closely with key stakeholders.

8) Make customers eligible for upgrades to other segments.

Location: Bangalore, Trivandrum, Chennai, Surat, Mumbai, Delhi, Hyderabad, Vadodara, Ahmedabad, Kolkata, Pune.

9) Require 7-10 years of work experience in the financial services industry and relevant regulatory certifications. Must have excellent client management skills and strong analytical skills to interpret market and business information.