SBU Head / Business Head - Portfolio Management Services

Date of Posting: 13th March 2008   Job Title: SBU Head / Business Head - Portfolio Management Services   Company Name: A North-India-based Financial Services Firm   Job Description: Reports to: - Executive Director. Principle Accountabilities: - Design and implement business / financial strategies for PMS business to enhance profits and customer base. Manage a portfolio of HNIs / corporate customers to increase AUM and generate high returns. Specific Accountabilities: - Recommend strategy, business plans and budgets for continuous growth of business. Co-ordinate the preparation of financial budgets and get management approval. Evolve market segmentation and penetration strategies. Ensure that the financial budgets are adhered to by regular review, control of revenue flows, business expenses. Achieve targeted revenue goals by identifying and developing new HNI and corporate clients, understanding client profile and recommending a client-centric portfolio design, negotiating acceptance of commercials and agreement. Ensure achievement of targeted business goals and profitability by regular review and control of operations. Conduct product analysis with respect to competitor products.   Function: Finance / Marketing   Company Profile: A North-India-based Financial Services Firm   Location: New Delhi   Candidate Profile: Education: - CA / MBA (Finance / Marketing). Experience: - Minimum 12-15 years of experience in managing portfolios for large accounts. Skills: - Technical Understanding of Indian stock market Understanding of instruments such as equities, debt, derivatives Knowledge of PMS Stock Market Regulations Accounting Standards Accounting Policies Valuation skills Product knowledge Functional Strategic Planning Big picture context Decision Making Delivery on commitments Customer Focus Business Cognizance Negotiation Relationship Management Resource Management Selling skills   Level: Senior Management   Contact Information: Akshat Verma, CoolAvenues Prime. E-mail: [email protected] Note: While applying to this position, please mention your Current & Expected CTC along with Current Location in the body of the e-mail. And make sure that the subjectline mentions the Reference Code of the position.