Manager - Product & Research - Private Wealth/Wealth Management Segment

The Manager - Product and Research in the Private Wealth Division will be responsible for developing and managing investment products, conducting in-depth market and investment research, and providing insights to enhance wealth management strategies. This role requires a deep understanding of financial markets, investment products, and client needs to support the private wealth team in delivering high quality advisory and wealth solutions.

Essential Duties and Responsibilities:

- To assist with due diligence and onboarding of new products.

- To assist with continuous monitoring and evaluation of existing product recommendations.

- To assist sales team with product related queries, be involved in training existing & new teams on a case-to-case basis.

- To analyse and Data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.

- To assist sales team with portfolio analysis for existing & prospective large clients.

- To prepare product one pagers and sales focused presentations to enable sales team to garner business.

- To conduct secondary research and assist with preparation of research notes and presentations for the sales team

Personnel Specification:

- Education: MBA in Finance/CA/CS

- Experience: 3 - 8 Years' experience in investment management or related financial services roles.

Skill Sets:

- Communication Skills (Must be multilingual with excellent communication)

- Market knowledge (understand the dynamics of financial business)

- Resourcefulness

- Convincing Skills

- Analytical skills

- Excellent understanding of Financial product ie Mutual Fund , Equity , PMS , AIF , Structured product etc.

- To apply , you are require to be in Product & Research role from any Investment / Financial Services / Broking / Fund Houses / NBFC comapny only