Portfolio Manager – Banking / Financial Services Skillventory

The Corporate Institute; Mumbai; Presencial; INR 6.000.000 - 9.000.000; Jornada completa

Descripción de la vacante

The Corporate Institute is seeking an experienced leader to helm PMS strategy and AUM growth in Mumbai. You will drive HNI/UHNI client acquisition, construct portfolios, and develop differentiated products across thematic, quant, and long-short strategies while ensuring robust risk controls and governance.

You will mentor Fund Managers and Analysts, working with Sales, Marketing, Compliance, and external partners to expand relationships and automate research and reporting.

Formación

• Experience in PMS strategy, client acquisition and retention.
• Strong understanding of portfolio construction and risk controls.
• Leadership in a multi-disciplinary investment team.

Responsabilidades

• Define and execute the PMS strategy, drive HNI/UHNI client acquisition and retention, grow AUM, and identify new market/investment opportunities through Sales, Wealth and external partnerships.
• Lead portfolio construction, asset allocation, stock selection and research across PMS strategies; drive differentiated products such as thematic, quant and long-short strategies while delivering consistent risk-adjusted returns.
• Manage HNI/UHNI relationships, portfolio reviews and investment advisory while ensuring SEBI PMS compliance, portfolio risk controls, liquidity monitoring and strong governance.
• Build and mentor Fund Managers, Analysts and Dealers; establish performance-driven processes and collaborate with Research, Sales, Marketing, Operations, Compliance, custodians, auditors and other external stakeholders. Include AI-led research, reporting and automation initiatives.

Conocimientos

PMS strategy

HNI/UHNI client acquisition

Portfolio management

Team leadership

Descripción del empleo

PMS Strategy & AUM Growth:

• Define and execute the PMS strategy, drive HNI/UHNI client acquisition and retention, grow AUM, and identify new market/investment opportunities through Sales, Wealth and external partnerships.

Investment & Product Leadership:

• Lead portfolio construction, asset allocation, stock selection and research across PMS strategies; drive differentiated products such as thematic, quant and long-short strategies while delivering consistent risk-adjusted returns.

Client, Risk & Compliance Management:

• Manage HNI/UHNI relationships, portfolio reviews and investment advisory while ensuring SEBI PMS compliance, portfolio risk controls, liquidity monitoring and strong governance.

Team & Stakeholder Leadership:

• Build and mentor Fund Managers, Analysts and Dealers; establish performance-driven processes and collaborate with Research, Sales, Marketing, Operations, Compliance, custodians, auditors and other external stakeholders. Include AI-led research, reporting and automation initiatives.