Job Summary 1520 years in equity fund management, preferably in AIF structures with end-to-end responsibility for portfolio construction and client-facing outputs Job Description 1. Portfolio Management & Construction Develop, execute, and monitor long-term investment strategies across equity and alternative-oriented CAD-II AIF portfolios. Construct portfolios blending top-down macro insights with bottom-up stock/deal selection. Design exit strategies aligned with fund mandate, liquidity considerations, and regulatory norms. Ensure portfolio alignment with fund mandates, risk-return objectives, and SEBI AIF guidelines. 2. Research Integration & Decision-Making Integrate proprietary, sectoral, and third-party research into investment decisions. Collaborate with analysts and sector specialists to evaluate private and listed opportunities. Maintain a forward-looking investment pipeline consistent with the CAD-II mandate, including unlisted and illiquid assets. Conduct rigorous due diligence and deal structuring for private equity-style investments. 3. Performance Tracking & Optimization Monitor portfolio performance against defined fund objectives and investor commitments. Attribute performance across listed, unlisted, and sector allocations with a long-term orientation. Recommend portfolio rebalancing and capital deployment strategies where required. 4. Investor Reporting & Communication Deliver transparent investor communication through webinars, portfolio reviews, and strategy notes. Provide detailed rationales for investments, valuations, and exit strategies. Support client-facing teams with structured presentations and performance reports. 5. Regulatory & Operational Compliance Ensure strict adherence to SEBI AIF Regulations, CAD-II norms, and internal investment policies. Maintain updated documentation on fund strategy, asset valuation, and compliance records. Coordinate with compliance, legal, and risk teams for periodic audits and reporting. 6. Technology & Analytics Enablement Leverage Bloomberg, valuation models, MIS dashboards, and Excel-based tools for investment decision support. Apply private equity-style valuation methods (DCF, NAV-based, third-party appraisals). Promote automation, audit trails, and workflow integrity in fund operations.
Job Description: Institutional Client Acquisition & Relationship Management • Build and maintain long-term relationships with Mutual Funds, FIIs, PMS houses, Banks, and Family Offices. • Deepen wallet share through customized engagement and market insights. • Deliver bespoke investment solutions to institutional and HNI mandates. Equity Sales Execution & Deal Origination • Manage high-value equity deals IPOs, QIPs, block deals, and strategic placements. • Bridge real-time execution needs with strategic corporate access and research intelligence. • Drive revenue growth from institutional brokerage and advisory mandates. Corporate Access & Client Events • Organize and lead corporate access programs management meets, analyst days, and roadshows. • Represent the firm at investor summits and industry panels. • Be the market-facing voice of the firm in institutional forums and client webinars. Client-Aligned Sales Engagement • Define the research universe with actionable coverage across core sectors. • Guide sector analysts and develop high-quality thematic, earnings, and initiation reports. • Ensure relevance of research output to institutional portfolios and trading activity. Team Development & Sales Governance • Customize research decks and valuation models for strategic accounts. • Deliver institutional-grade research presentations and commentary on macro/micro trends. • Maintain two-way engagement with clientscapturing feedback and research requirements. Media Visibility & Brand Building • Lead analyst hiring, mentoring, and performance management. • Ensure strict adherence to SEBI Research Analyst Regulations and publishing standards. • Regularly contribute to financial publications and digital platforms with original insights.
Key Responsibilities 1. Research Strategy & Coverage Build and maintain a sector-agnostic equity research universe with actionable ideas across themes. Implement top-down and bottom-up stock-picking frameworks backed by financial modelling and policy/event analysis. Guide the research pipeline across equity, technical, derivatives, and macroeconomic updates. Lead the creation of investment ideas, thematic reports, budget reviews, IPO notes, and sector outlooks. 2. Portfolio Intelligence & Advisory Support Drive portfolio doctoring and long-term reviews for HNI/advisory clients. Align research ideas with PMS & Model Portfolios (Invest@30, Value Basket, etc.) Actively support product teams with cross-vertical research data. 3. Team Management & Output Oversight Mentor research analysts and ensure timely delivery of reports. Coordinate with product, sales, compliance, and advisory teams to integrate research into business flows. Conduct daily and weekly strategy meetings while ensuring publishing compliance. 4. Thought Leadership & Visibility Conduct webinars, analyst meets, and represent firm insights on digital platforms. Develop in-house knowledge sharing and training sessions for research teams. 5. Governance & Compliance Ensure strict adherence to SEBI RA & PMS regulations. Oversee periodic compliance reporting and alignment with internal audit policies.
Job Summary: 15 - 20 years in Mutual Fund Sales leadership roles with experience across multiple distribution models and product categories. Job Description: Strategic Mutual Fund Distribution Management Lead MF distribution across retail, HNI, and institutional segments via RM-led, partner-led, and digital journeys. Define and drive category mix strategy (Debt, Hybrid, Equity, International) aligned with investor goals and market conditions. Maintain strong partnerships with top AMCs for product access, support, and joint engagement. AUM Mobilization & Channel Target Achievement Achieve defined 50,000 Cr AUM target through a mix of SIPs, lumpsum flows, and goal-linked products. Monitor performance channel-wise D2C, RMs, partners, and campaigns. Drive month-on-month growth in active clients and wallet share. Team Leadership & Partner Network Development Build, lead, and mentor the MF sales and RM team across geographies. Define team KPIs and enablement tools to improve productivity. Manage and scale a multi-tier partner network (RIAs, IFAs, banks, digital distributors). Digital Integration & Customer Journeys Drive adoption of MF advisory journeys on platforms like Chatur Invest, including SIP planner, fund selector, and risk profiler. Ensure product relevance and accessibility across all digital customer segments. Collaborate with tech and platform teams for campaign triggers and automation. Compliance & Regulatory Adherence Ensure full compliance with SEBI, AMFI, and internal audit guidelines. Monitor transaction execution, trail commissions, KYC, and suitability filters. Prepare for periodic audit and partner due diligence checks. AMC Engagement & Product Positioning Conduct quarterly joint reviews with top AMCs to assess product performance and forward strategies. Plan co-branded webinars, investor events, and promotional campaigns. Leverage product innovation and market opportunities for campaign creation.