HEAD-PORTFOLIO MANGEMENT SERVICES - India

Designation


Company:  Leading NBFC
Position:    HEAD-PORTFOLIO MANGEMENT SERVICES
Location:   New Delhi   
Reports to: Executive Director




Principle
Accountabilities



Design and implement business / financial strategies for PMS business to enhance profits and customer base.
Manage a portfolio of HNI’s / corporate customers to increase AUM and generate high returns.





Specific Accountabilities



Recommend strategy, business plans and budgets for continuous growth of business
Co-ordinate the preparation of financial budgets and get management approval
Evolve market segmentation and penetration strategies.
Ensure that the financial budgets are adhered to by regular review, control of revenue flows, business expenses
Achieve targeted revenue goals by identifying and developing new HNI and corporate clients, understanding client profile and recommending a client centric portfolio design, negotiating acceptance of commercials and agreement.
Ensure achievement of targeted business goals and profitability by regular review and control of operations.
Conduct product analysis with respect to competitor products.





Incumbent Profile


Education:  CA / MBA (Finance)
Experience:  Minimum 05 years of experience in managing portfolios for large accounts 
Some one, who has in depth understanding of the markets, knows how to grab the right opportunity at the right time, invests his/her own money, willing to take the ownership.




Skills Neeed


Technical

In-depth understanding of equities market
Depth understanding of instruments such as equities, debt, derivatives
Knowledge of PMS & Market regulations
Accounting Standards
Accounting Policies
Valuation skills
Product knowledge



Functional

Strategic Planning
Big picture context
Decision Making
Delivery on commitments
Customer Focus
Business Cognizance
Negotiation
Relationship Management
Resource Management
Selling skills

Ad details

Type:

Other