Senior Manager at Monarch Capital
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Monarch Capital - Head - Wealth - Third Party Products (8-13 yrs)
HEAD WEALTH THIRD PARTY PRODUCTS
- Responsible for scaling the business through nurturing the relationship with Product Providers like AMCs, Insurance Companies etc.
- To actively interact with product providers to understand attractive investment opportunities, and trends in the market.
- To conduct various training programmes to help and support RMs in enhancing their knowledge on various financial products, financial markets, etc.
- To support channel with various analytical reports on financial products, market updates and investment strategies
- To have regular communications with channel on market updates, attractive investment opportunities and regulatory changes
- Help RMs for customer meetings and customer concalls to promote an investment opportunity or guide them on their portfolios, etc.
- Prepare various analytical reports including product notes, market update, product factsheets, etc.
- To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time
- 8+ years of relevant experience in BFSI sector with minimum 5 years in Distribution of Third Party Products
- Analytical skills to evaluate various product ideas and present to the channel quickly.
- Excellent written and oral communication skills
- MBA/ PGDM from an Institute of repute.