Portfolio Management Services

What are Portfolio Management Services (PMS)?

PMS or Portfolio Management Services is a licensed and professional investment service offered to cater to the objectives of niche segment of long term investors.

The PMS industry in India is regulated by the Securities and Exchange Board of India (SEBI), which sets the guidelines and requirements for PMS providers to operate in the country. SEBI has prescribed a minimum investment corpus of Rs 50 lakh for individuals to be eligible for PMS services.

PMS appeals to seasoned investors who require sophisticated, well-researched strategies that go beyond the conventional mutual fund approach, providing a more targeted route to wealth accumulation.

With PMS, investors gain access to a dedicated portfolio manager who provides insights, customization, and timely adjustments based on evolving market conditions and client objectives.

Through PMS, clients benefit from a high level of transparency, with detailed reports on portfolio allocation, performance, and market outlook shared at regular intervals.

Portfolio management services (PMS) are offered by specialized financial companies to manage the investment portfolio of high net worth individuals (HNIs), UHNIs, NRIs, or institutions.

PMS providers invest on behalf of their clients in a customized portfolio of stocks, bonds, mutual funds, and other securities based on the clients’ investment objectives and risk tolerance. The PMS providers charge a fee for their services, which is typically a percentage of the assets under management (AUM).

PMS providers in India offer various types of portfolio management strategies, including value investing, growth investing, income investing, and quantitative investing, among others. They provide regular updates and performance reports to their clients and aim to achieve superior returns on their clients’ investments while managing risk effectively.

PMS offerings include discretionary, non-discretionary, and advisory services, giving investors flexibility in managing their involvement level based on their preferences and investment knowledge.

www.seabucksfinserv.in is an online website of SEABUCKS FINSERV PVT LTD who is registered AMFI Registered vide ARN No 249940 as a AMFI Registered Mutual Funds Distributor. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.

Job Description of Relationship Executive/Tele Sales Executive

Role: Relationship Executive / Telesales Executive
Roles & Responsibilities:

Conduct outbound calls to potential clients to promote our financial advisory services and generate leads.
Provide detailed information about various financial products and services like Insurance, Mutual funds etc.
Achieve daily and monthly targets for calls and conversions.
Maintain a database of client interactions and follow up on leads.

Experience & qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales.
Required Skills

Candidates with Excellent communication and interpersonal skills.
Good Understanding of financial instruments such as Insurance or mutual funds.
Pleasing Personality and well behaved.
Ability to work in a target-driven environment.
Candidates with NISM – MF Advisory module /CFP/CWM would have an added advantage.
Collaborative and dynamic work environment, with a team of experienced professionals passionate about wealth management.

If you are a self-starter with a passion for finance and a desire to help clients achieve their financial goals, we would love to hear from you!

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Job Description of Sales Manager

About Us:
Seabucks Finserv Private Limited is a leading financial services provider specializing in mutual funds, insurance, bonds, Co FDs and PMS/AIF. We are dedicated to delivering innovative financial solutions to our clients as per there investment strategies.
Job Summary:

We are looking for a motivated and experienced Sales Manager who will be responsible for driving sales growth and expanding our client base with our various financial products. This role requires a strategic thinker with strong leadership skills and a proven track record in sales within the financial services sector.

Key Responsibilities:

Develop and execute strategic sales plans to achieve revenue targets for mutual funds, insurance, bonds, Co FDs.
Identify and explore new market opportunities and build strong relationships with potential clients by generating AUM.
Conduct market research to stay updated on industry trends, competitive landscape, and client needs.
Monitor sales performance metrics and prepare regular reports for senior management.
Represent the company at industry events, conferences, and networking opportunities.

Qualifications:

At least 4+ years of experience in sales within the financial services industry, with a strong understanding of insurance, mutual funds, bonds, Co FDs.
Proven track record of achieving sales targets and driving business growth.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team.
Professional Financial Certifications (NISM, CFA, CFP)
Masters’ degree in Sales and Finance will be an added advantage.

What We Offer:

Competitive attractive salary and performance-based incentives.
Opportunities for professional development and career advancement with an experienced professional team
A supportive and collaborative work environment.

Coordination with Mutual Fund AMCs for daily based routine operational work Managing Mutual Funds transaction processing for clients. Servicing clients in regard to various challenges faced in reference to their investments. Making sure the compliance with laws and regulations Creating MIS reports on a daily basis.
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What are Portfolio Management Services (PMS)?

Job Description of Sales Manager