Head/Vice President/Assistant Vice President - Products - BFSI

Description:

Department: Customer Delight

Position: Head / VP/AVP - Products

Reporting: CBO

Location: Church Gate

Key responsibilities:

- Responsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products.

- Co-ordinating internally for regulatory filing and approvals. Product documentation and maintenance of reports.

- Track both domestic and international space for the identification of opportunities.

- Interacting with channel heads and counterparts for making product saleable in their respective channels. Internal coordination with fund managers for team and market communication.

- Tracking new products in the market and updates on existing competitors' products and proactively identifying the opportunities in both, debt and equity to position/launch products to suit the customer need.

- Tracking AUM movement in the industry and reporting any key movements in the market and scheme performance against peers.

- Developing product-related communication including the market outlook and ad hoc subjects as well as management related matters .
i. This role also involves managing relationships with business partners product and research team of various third-party product providers.

ii. Collate and update Weekly/Monthly reports and presentations.

Key aspect of role:

- Market analysis: peer review, market trends, fund flows, SIP trends.

- Product TER comparison and strategic insights.

- Sales support channel-wise communication strategies.

- Partner and investor engagement for smaller partners.

- Key input on customer lifecycle management (CLC) for retail digital investors.

- New product development and launch planning.

- Product presentations and updates (one-pagers, leaflets, content).

- Internal coordination with fund managers for team and market communication.

- Board presentation inputs on industry trends.

- Content support for front office, digital, and marketing teams.

- Bridge between -HR and org Learning and Development along with HR.

Skills Required:

- Research & Analytical ability.

- Interpersonal skills & Excellent Written and Verbal Communication.

- Knowledge of Mutual Fund Industry, Equity, Fixed Income Markets and other investment asset classes.

- Excellent computer skills in Microsoft Excel, Word, PowerPoint, and preferably macros. MIS & platform enhancements.

- A self-starter with the ability to work under pressure and with minimum supervision

- Understanding of regulatory aspects of products and sales.

- Run campaigns and assist in Investor education programs.

- Skills Required Strong knowledge on mutual funds and portfolios (PMS/AIF will be an added advantage).

Experience and Qualifications:

- Minimum Qualification: Post Graduation in Finance field.

- Minimum Experience: 13-15 years.