Manager - Investment Solutions

Description:

Key Responsibilities:

1. Product Expertise & Advisory

- Act as a subject matter expert on investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, and Fixed Income instruments

- Provide advisory support to Relationship Managers (RMs) and sales teams on product positioning and suitability

- Assist in portfolio construction and asset allocation strategies for clients

2. Sales Enablement & Support

- Work closely with sales/wealth teams to drive product penetration and revenue

- Support in client meetings, presentations, and closures for high-value opportunities

- Design product pitches, investment notes, and sales collaterals

3. Product Lifecycle Management

- Liaise with Asset Management Companies (AMCs), PMS/AIF providers, and internal stakeholders

- Evaluate new products and onboard them based on market demand and suitability

- Monitor performance of existing products and recommend changes where required

4. Market Research & Insights

- Track market trends, economic developments, and competitor offerings

- Share regular insights, updates, and investment strategies with internal teams and clients

- Prepare research-backed reports and product comparisons

5. Training & Capability Building

- Conduct regular training sessions for RMs and sales teams on product features and selling strategies

- Ensure teams are updated on regulatory changes and new product launches

6. Compliance & Risk Management

- Ensure all product recommendations adhere to regulatory and internal compliance guidelines

- Maintain proper documentation and risk profiling for clients

Key Requirements:

Educational Qualification:

- MBA / PGDM in Finance or equivalent

- Certifications such as CFA, CFP, NISM (preferred)

Experience:

- 3 to 6 years of experience in wealth management, product advisory, or investment research

- Strong exposure to financial/investment products and client advisory

Skills & Competencies:

- Strong understanding of capital markets and investment products

- Excellent analytical and research skills

- Strong communication and presentation abilities

- Ability to work closely with sales teams in a target-driven environment

- Stakeholder management and collaboration skills