JM Financial Services - Wealth Product Analyst

1. Knowledge to develop New Products for Wealth Management.

2. Developing knowledge and understanding of corporate laws and SEBI regulation and taxation for creating new structures for investment ideas.

3. Working with legal team and compliance for completion of documentation related to different structured products and new product ideas.

4. Assisting in development and idea generation of different products Eg. PMS Products, Structured Products, Different derivative strategies, Taxation strategies, Alpha Strategies, and Other new areas of investments.

5. Preparation of product Notes and Presentation on different investment opportunities and doing independent product teach - in for wealth managers.

6. Working with Wealth Managers on customized investment mandates and solving tax-related queries.