Job description
This is a senior role that will be taking care of a region and developing the AUM business through distribution channel partners
1. Looking for experienced analyst / senior wealth manager / someone who have managed PMS distribution
2. The candidate will be exclusively working to develop the PMS distribution through National distributors, IFAs and channel partners.
3. Should have good understanding of stock market, discuss about the CLIENT PMS strategies and provide detailed information to partner and customers
4. Increase AUM from channel partner and develop the AUM business for the region
5. Should understand basic stocks, allocation management and confident to speak to customers
6. Meeting prospective PMS clients and discussing about CLIENT PMS strategies
7. Minimum 5 years experience
8. Passion to resolve product and strategy queries with data driven approach
9. Proactive, self motivated, independent and focused individual with excellent communication & interpersonal skills
10. Education background- CA, CFA, MBA, certified portfolio managers, engineers or any Post graduate from premier institute
11. Strong understanding of Market and learning attitude with changing dynamics of the Market
12. Strong understanding of MS office – excel and PPT is an added advantage Contact