Fund Manager - PMS

Description:
Investment Management:
- Manage and ideate portfolios for various segments of clients and as per market trends
- Designing the Risk Management Framework for the PMS
- Create model portfolios across Mutual Funds and Bonds. ETF and generate ideas for portfolios for different segment and needs of clients
- Execute buy/sell decisions and actively monitor portfolio performance
- Ensure optimal asset allocation and diversification across portfolios
- Deliver clear market commentary, model outputs, and investment rationale for client communication, reviews, and product notes

- Rebalance PMS portfolios across equity, debt, and hybrid strategies to meet client mandates and performance objectives
Client Interaction and reporting:
- Participate in client meetings, portfolio reviews, and investment discussions
- Communicate investment rationale, performance attribution, and market outlook to clients
- Support Relationship Managers and sales teams in client acquisition and retention
- Prepare and review portfolio commentary, factsheets, and presentations
Compliance & Governance:
- Ensure compliance with SEBI PMS regulations, internal policies, and audit requirements
- Maintain proper documentation and disclosures for all portfolios
- Coordinate with compliance, operations, and dealing teams for smooth execution
Others:
- Strong fundamental research and valuation skills
- Deep understanding of Indian equity markets and economic cycles
- Excellent communication and client-facing abilities
- High ethical standards and compliance orientation