Fund Manager – Portfolio Management Services (PMS)

About the Role Tata Capital is looking for an experienced Fund Manager • Portfolio Management Services (PMS) to establish and manage its PMS investment function for High Net-Worth Individual (HNI) clients. The role involves managing multi-asset portfolios, driving investment strategies, ensuring regulatory compliance, and working closely with clients and relationship managers to deliver superior investment outcomes. Key Responsibilities Manage and oversee PMS portfolios across Equity, Mutual Funds, ETFs, Bonds, and Hybrid investments. Develop and implement investment strategies based on market trends and client objectives. Design and manage the PMS Risk Management Framework. Execute investment decisions and monitor portfolio performance. Ensure optimal asset al location and portfolio diversification. Prepare portfolio reviews, market commentary, factsheets, and investment presentations. Participate in client meetings and explain investment strategies and portfolio performance. Support Relationship Managers in client acquisition and retention. Ensure compliance with SEBI PMS regulations and internal governance policies. Coordinate with compliance, operations, and dealing teams for seamless portfolio execution. Required Skills & Experience 10–15 years of overall experience with at least 6–7 years in Portfolio Management or Fund Management. Experience working with Asset Management Companies (AMC), Wealth Management Firms, PMS, AIF, Mutual Funds, or Proprietary Investment Firms. Strong understanding of Indian Equity and Fixed Income markets. Expertise in portfolio construction, asset al location, and investment research. Strong analytical, valuation, and financial research skills. Excellent communication and client-facing abilities. Preferred Qualifications MBA/PGDM/PGPM in Finance or equivalent. CFA or CA qualification will be an added advantage. Strong understanding of SEBI PMS regulations and investment governance. What We're Looking For Ownership mindset Strong analytical and decision-making skills High ethical standards and compliance orientation Excellent collaboration and stakeholder management Ability to perform in a fast-paced environment Why Join Tata Capital? Be part of one of India's most trusted financial institutions. Opportunity to build and lead a growing PMS platform. Work with HNI clients and sophisticated investment products. Competitive compensation and long-term career growth. Collaborative, values-driven, and high-performance work culture. Pay: ₹2,500,000.00 - ₹4,500,000.00 per year Application Question(s) How many years of hands-on Portfolio/Fund Management experience do you have in PMS, AIF, Mutual Funds, or an AMC? Please mention the organization(s). What is the approximate AUM (Assets Under Management) you have directly managed, and which asset classes (Equity, Debt, ETFs, Mutual Funds) have you handled? Have you independently taken investment decisions (buy/sell) and managed portfolio construction and asset al location? Please share a recent example. What is your experience with SEBI PMS regulations, compliance, and client portfolio reporting? Are you currently based in or willing to relocate to Thane, and what is your current notice period? Pay: ₹2,500,000.00 - ₹4,500,000.00 per year Work Location: In person