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Shilpa

Recruiter at Conjugate

Last Login: 17 December 2019

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599254

Product Manager - Wealth Management - Private Boutique Investment

2 - 10 Years.Pune
Posted 5 years ago
Posted 5 years ago

We are looking for a Product Manager for a Private Boutique Investment Firm.

Job Description:

Reporting to the Director, Investment Products, the successful candidate with be responsible for managing the product lifecycle for our fee based third party products and Privately Managed Portfolios. Specifically, the Product --Manager will be accountable for the following:

- Tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

- Management of our discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including: Mutual Funds, PE Funds, Insurance, PMS and overseas product basket

- Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

- Domestic and international competitive intelligence

- Monitor program sales and profitability against targets and adjust approach when necessary

- Provide monthly review/insights of product sales, assets and profitability

- Determine ongoing product evolution/development priorities

- Own the design of the client and advisor product experience

- Develop business cases for new products or product enhancements

- Develop and implement pricing strategies

- Manage key enterprise stakeholder relationships and product advisory groups

- Ensure that product management function is audit-ready at all times

- Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.

- Foster proactive and productive relationships with channel and support partners

- Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current market place

- The selected candidate will also be required to work on ad hoc projects as they arise

Desired Candidate's Skills:

- 2+ years of experience in Product Management/ Wealth Management

- Client Interaction

- Due diligence in Third Party Products

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Posted By

user_img

Shilpa

Recruiter at Conjugate

Last Login: 17 December 2019

25756

JOB VIEWS

427

APPLICATIONS

32

RECRUITER ACTIONS

Job Code

599254

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