HSBC

1 day ago

VP- Business Development and PMS (Mumbai, MH, IN, 400098)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Drive PMS (Portfolio Management Services) sales across intermediaries and clients by building long-term, profitable relationships and serving as Relationship Head and subject matter expert. Own and execute global and local asset management strategy for an assigned portfolio, originating revenue streams while monitoring and mitigating investment risks. Collaborate with internal coverage and product teams, provide guidance to other sales members, and champion DEI while ensuring compliance and strong internal controls.

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Sr. Director level

Key Responsibilities

•Drive PMS sales across intermediaries and clients while defending and servicing existing business.
•Serve as Relationship Head and subject matter expert for portfolio management, developing and growing profitable long-term client relationships.
•Execute global and local asset management strategy for the allocated portfolio, originating value-added revenue streams and monitoring investment risks.
•Develop, manage, and coordinate relationships with asset management product and client servicing colleagues as the central point of contact.
•Act as a center of excellence for business strategy and risk management initiatives for the PMS segment, providing guidance to sales team members and sharing input with senior management.

Key Requirements

•Finance education preferred, with a post graduate degree/diploma as a prerequisite.
•Minimum 15 years of work experience in a related client-facing role.
•Proven track record of building and developing long-term relationships with intermediaries and clients.
•Ability to lead strategic client dialogue and originate solutions across the full-suite of asset management products.
•Knowledge of Alternatives/PMS and exposure to the regulatory environment, plus a valid NISM (PMS) certification.

Experience:15+ yearsAsset managementPortfolio management

Education:Master's

Skills:Relationship managementStrategic thinkingMentorshipRisk managementCompliance awareness

Certifications:NISM (PMS)

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

1 day ago

VP- Business Development and PMS (Mumbai, MH, IN, 400098)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Sr. Director level

Key Responsibilities

•Drive PMS sales across intermediaries and clients while defending and servicing existing business.
•Serve as Relationship Head and subject matter expert for portfolio management, developing and growing profitable long-term client relationships.
•Execute global and local asset management strategy for the allocated portfolio, originating value-added revenue streams and monitoring investment risks.
•Develop, manage, and coordinate relationships with asset management product and client servicing colleagues as the central point of contact.
•Act as a center of excellence for business strategy and risk management initiatives for the PMS segment, providing guidance to sales team members and sharing input with senior management.

Key Requirements

•Finance education preferred, with a post graduate degree/diploma as a prerequisite.
•Minimum 15 years of work experience in a related client-facing role.
•Proven track record of building and developing long-term relationships with intermediaries and clients.
•Ability to lead strategic client dialogue and originate solutions across the full-suite of asset management products.
•Knowledge of Alternatives/PMS and exposure to the regulatory environment, plus a valid NISM (PMS) certification.

Experience:15+ yearsAsset managementPortfolio management

Education:Master's

Skills:Relationship managementStrategic thinkingMentorshipRisk managementCompliance awareness

Certifications:NISM (PMS)

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn