Research & Analytics

- Maintain robust sector and company-level research coverage.
- Stay updated with market trends, global developments, and macroeconomic indicators.
- Conduct fundamental analysis and technical analysis

Portfolio Management & Strategy

- Manage discretionary PMS portfolios aligned to mandate objectives and risk profiles.
- Execute investment ideas based on bottom-up and top-down research.
- Maintain dynamic asset allocation based on market conditions, macro indicators, sector rotation. Ensure compliance with SEBI regulations and internal investment guidelines

Client Communication & Relationship Management

- Act as the primary investment representative for PMS clients – both existing and prospective.
- Conduct regular portfolio reviews, performance updates, and market outlook sessions with clients (HNI/UHNI/family offices).




- Simplify complex investment decisions into transparent, compelling narratives aligned with client goals.
- Collaborate with the relationship management and sales teams to ensure high-touch client experience.
- Proactively address client queries, concerns, and requests with promptness and professionalism.
- Contribute to investor newsletters, webinars, and thought leadership content.

Reporting & Compliance

- Ensure timely generation and validation of performance reports and client dashboards.
- Adhere to SEBI PMS regulations and internal compliance standards.
- Maintain documentation of investment rationale and audit trails for portfolio decisions.

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📌 Senior Manager - PMS (Mumbai)
🏢 Sharekhan
📍 Mumbai