Associate Director - Product Head - Mutual Funds - Wealth Management Firm (8-10 yrs)
Associate Director - Product Head - Mutual Funds
Job Description : Origination of Mutual Fund ideas, across fixed income and equity, tie-ups with AMC's, due diligence of Mutual Funds, launch of MF ideas
Client Details : Client is one the leading global wealth management players.
Core Functional :
- Product Origination - Origination of Mutual Fund ideas, across fixed income and equity, tie-ups with AMC's, due diligence of Mutual Funds, launch of MF ideas
- Mutual Funds Research and Analysis - analysis of Mutual Funds across product categories on multiple parameters, continuous tracking of mutual funds, benchmarking, etc., meetings with fund management teams for initiation of ideas / tracking of existing recommendations
- Product support - Publishing mutual fund and related product collaterals on a regular basis
- Sales Co-ordination and Support - supporting RMs in increasing sales penetration across focus ideas, ongoing tracking of business, working closely with back-office for process aspects, transaction processing and MIS
Client Management (internal & external) :
- Working closely with Markets IWMS (India) team members for product origination, diligence, etc.
- Working closely with RMs, Team Heads and Business Heads for marketing the recommended products, resolving product issues, monitoring sales, etc.
- Arranging Fund Manager calls with clients and RMs; also presenting products to clients, where needed
Regulatory Responsibilities &/OR Risk Management : Liaise with Legal/Compliance/Operations for process / documentation related aspects, and any regulatory requirements
SKILLS REQUIREMENTS OF THE POSITION :
Personal and Social :
- Good communication skills (verbal, written)
- Good collaboration skills
Professional and Technical :
- 8-10 years' experience
- Strong functional knowledge across asset and product classes
- Should have experience distributing mutual funds, engaging with Asset Management Companies, etc.
- Strong analytical skills, proficiency with MS Word, Excel, Power Point
Job Offer :
- Onwership of a product category
Contact - Alok Kumar - +91 (0) 22 4236 3352
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