Bengaluru
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM
Chennai, Bengaluru
INR 2.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Strong analytical skills Proven financial analysis skills, including forecasting, peer/industry analysis Excellent teamwork and interpersonal skills Ability to integrate quickly into an established team and collaborate with colleagues and external parties Candidates who possess prior experience in analyzing and rating from non-banking financial companies (NBFCs) are preferred. Credit Research: Conducting comprehensive credit research across sectors, with a particular focus on the BFSI sector. Analysing factors such as management quality, business diversification, financial parameters, and liability profiles to assess creditworthiness. Business Analysis: Analysing business models, identify strengths, weaknesses, risks, and understand revenue models and corporate structures. Rating Analysis: Identify potential upgrade or downgrade candidates and engage with rating agencies, corporates, and market intermediaries as needed. Internal Presentations: Supporting the fund manager in preparation of presentations to the internal investment committee. Portfolio Management: Contribute to overseeing the credit universe, conduct timely reviews, and recommend portfolio actions. Quantitative Modelling: Developing an internal quantitative model to assess portfolio quality and identify potential trigger points for portfolio actions. Team Support: Provide support to the fund manager and fixed income dealer. Ensure PMS strategies align with investment objectives and maintain high performance standards. Operational Management: Independently manage frontline activities, liaise with operations and sales teams, prepare presentations, and collate data.
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