PMS Fund Manager

Job Purpose:

Lead and manage the PMS Fund Management function for TCL Wealth, focusing on HNI clients. Oversee multi-asset PMS portfolios across Mutual Funds, ETFs, and Bonds while ensuring strong investment performance, risk management, and regulatory compliance.

Key Responsibilities:

• Manage and optimize PMS portfolios across equity, debt, ETFs, and mutual funds.

• Develop investment strategies, model portfolios, and asset allocation frameworks.

• Execute investment decisions, monitor performance, and rebalance portfolios.

• Design and implement PMS risk management frameworks.

• Present market insights, portfolio performance, and investment rationale to clients.

• Support Relationship Managers in client acquisition and retention.

• Prepare portfolio reports, factsheets, and investment presentations.

• Ensure compliance with SEBI PMS regulations and internal governance standards.

Required Skills:

• Strong knowledge of Equity & Fixed Income markets.

• Expertise in portfolio management, asset allocation, and investment research.

• Excellent analytical, communication, and client-facing skills.

• High ethical standards with strong compliance orientation.

Preferred Background:

• Experience in Portfolio Management with an AMC, Wealth Management firm, PMS, AIF, Mutual Fund, or Proprietary Investment platform, with hands-on fund management and portfolio responsibility.