Head - Product - Mutual Funds (13-17 yrs)
Role and Responsibilities:
- The role holder will be Heading the product development for the AMC and will be responsible for creating new Mutual Fund products & and in managing the existing ones.
- Responsible for identifying new product opportunities in domestic market and launching new products complying with the regulatory guidelines.
- Developing and maintaining a broad knowledge and awareness of the investment industry, intermediary channel forces, competition, and trends that may impact companies MF success in the market.
- Supporting Sales by developing presentations, sales pitch, research and commentary about the funds, asset allocation, portfolio construction, and index construction methodology.
- Partnering with Sales to meet with key clients to discuss MF Products and MF industry trends, and to provide ad hoc competitive product analysis.
- Assisting in the development of strategic planning for the MF Team
- Assisting and coordinating with sales / marketing for all domestic and international Due Diligence reports and marketing collaterals and conducting product performance benchmarking.
- Developing and conducting Product learning modules for sales and other teams
Skills & Competencies:
- Knowledge and application of regulatory guidelines pertaining to products / advertising
- Detailed understanding of the Business and product presence and positioning
- Knowledge of competition products as well as similar offering across financial services
- Thorough understanding of regulatory framework of the industry
- Expert in product and portfolio positioning, implications etc
- Knowledge of how industry works on the business side - distribution, IAP etc
- Ability to drive initiatives independently as well as collaborating & coordinating with a large number of stakeholders
- Strong organizational skills with the ability to multitask and prioritize; ability to work under pressure and to tight deadlines.
- Excellent communication skills - written & verbal; ability to produce effective reports & presentations
- Positive and enthusiastic attitude
- Result oriented approach with a problem-solving attitude.
Qualification:
- MBA & Graduate
- CFA or progress towards the same preferable
- Strong knowledge of business processes & the markets is desirable.
- Mutual Fund industry experience is must.