Role Overview:

We are seeking a motivated and detail-oriented professional to join our team in a Product Lead Role for our AUM products vertical. The ideal candidate will have strong experience working within PMS, AIF, or wealth - investment management setups and will play a critical role in ensuring seamless product delivery, regulatory compliance, efficient operational processes, and strong engagement with internal and external stakeholders.

The role is cross-functional and ideal for someone who enjoys a high-ownership environment and has the ability to navigate a regulated, fast-paced investment management ecosystem.

Key Responsibilities:

1. Product Management:

- Assist in conceptualizing, structuring, and launching new PMS, AIF, and GIFT City FME products - strategies.

- Support preparation of product notes, investor presentations, factsheets, and regulatory product documentation.

- Track product performance, competitor analysis, and market benchmarks.

- Coordinate with fund managers, research teams, and distribution partners for product-related support.

- Maintain product life-cycle documentation, internal approvals, and product governance processes.

2. Operations Management:

- Manage day-to-day operational activities across PMS, AIF, and FME platforms.

- Oversee coordination with service providers including custodians, brokers, RTAs, fund accountants, auditors, administrators, and compliance consultants.

- Ensure accuracy and timeliness of NAV, cash flows, trade settlements, reconciliations, and investor reporting.

- Set up process for onboarding of new investors including documentation, due diligence, KYC, agreements, and operational setup.

- Drive operational efficiency and automation initiatives in collaboration with technology teams.

3. Compliance - Regulatory Reporting:

- Ensure adherence to regulations under SEBI PMS and AIF, and IFSCA (GIFT City) frameworks.

- Support preparation and submission of periodic regulatory reports, audit requirements, and disclosures.

- Maintain internal compliance records, checklists, and monitoring dashboards.

- Assist in implementing internal control policies, compliance SOPs, investment restrictions, and risk-management processes.

- Coordinate with internal - external auditors during compliance and operational audits.

4. Stakeholder Management:

- Act as a key point of contact across departments including Investments, Research, Sales, Operations, Compliance, and Technology.

- Build and maintain strong relationships with external entities - custodians, RTAs, administrators, trustees, legal counsel, distributors, and regulators (where applicable).

- Ensure smooth communication and proactive issue resolution with all stakeholders.

Required Skills - Competencies:

Technical Skills:

- Strong understanding of PMS, AIF, and GIFT City regulatory frameworks.

- Working knowledge of fund operations, investor onboarding, settlements, reconciliations, and NAV processes.

- Familiarity with product documentation, operational workflows, and compliance reporting.

- Proficiency in MS Excel, PowerPoint, and investment management systems preferred.

Soft Skills:

- Excellent people-management and stakeholder-engagement abilities.

- Strong communication and presentation skills.

- Detail-oriented with a structured approach to problem-solving.

- High sense of ownership, responsibility, and integrity.

Qualifications:

- Bachelor's or Master's degree in Finance, Commerce, Economics, Management, or related fields.

- Professional certifications (CFA, CA, FRM, NISM XA/XB, NISM PMS/AIF modules) are an added advantage.

- 12 - 15 years of relevant experience in product, operations, and/or compliance within asset management, PMS, AIF, wealth management, or GIFT City ecosystem.