Skills:
Portfolio Optimization, Market Research, Portfolio sales, HNI Sales, Portfolio, AIF,

Company Overview

Hem Securities Ltd., founded in 1981 by Hem Chand Jain, is a premier financial services provider in India, renowned for its excellence in investment banking, IPO, and mutual funds distribution. With a presence in over 20 states, Hem Securities is a leading stock broker firm, recognized for its outstanding IPO filings and SME financial services. The company's commitment to excellence is evident in its numerous awards, making it a one-stop solution for financial services. Visit our website at Hem Securities Ltd.

Job Overview

We are seeking a seasoned Business Development Manager specializing in Portfolio Management Services (PMS) to join our team at Hem Securities Ltd. This full-time, senior-level position is based in Jaipur or Mumbai. The ideal candidate will have between 7 to 10 years of relevant work experience and a strong background in portfolio sales, optimization, and management.

Qualifications And Skills

• Proven experience with portfolio sales (Mandatory skill), showcasing a high level of expertise and strong client engagement tactics.
• Deep understanding of portfolio optimization principles to ensure client portfolios are aligned with market trends and risks.
• Extensive market research capabilities, able to interpret complex financial data to provide actionable insights and strategies.
• Demonstrated success in high-net-worth individuals (HNI) sales, with a track record of building and maintaining client relationships.
• Proficient in portfolio management, maintaining a client-focused approach dedicated to achieving their financial goals.
• Strong knowledge of Alternative Investment Funds (AIFs), with the ability to integrate these into client portfolios effectively.
• Excellent communication and negotiation skills, essential for interacting with clients and key stakeholders.
• Strategic thinking and problem-solving skills, able to devise innovative solutions to complex client requirements.
  
  

Roles And Responsibilities

• Develop and execute strategies to drive portfolio sales, aiming to achieve and exceed targets.
• Conduct market research to identify new trends and opportunities, providing actionable insights for portfolio optimization.
• Manage relationships with high-net-worth clients, ensuring satisfaction and sustained engagement through personalized services.
• Collaborate with cross-functional teams to develop and execute business development plans.
• Analyze client portfolios to recommend strategies for optimization and diversification, tailored to their financial objectives.
• Stay abreast of industry developments and competitive landscape to maintain Hem Securities' market leadership.
• Ensure compliance with the latest financial regulations and organizational standards while managing client portfolios.
• Train and mentor junior team members, fostering a collaborative and high-performance work environment.