Product Head/Specialist - Mutual Fund/PMS - New Age Wealth Management Firm

Product Head / Specialist for a New Age Wealth Management Firm

Location : Gurgaon (WFO) / Mumbai (Hybrid)

Role Overview:

This role is responsible for building and managing the advisory and investment product platform, with a focus on mutual fund (MF) and portfolio management services (PMS) research, asset allocation strategies, and advisory support for affluent clients.

Key Responsibilities:

1. MF & PMS Due Diligence:

- Conduct in-depth research on AMCs, mutual funds, PMS strategies, and alternate investments including InvITs, REITs, MLDs, and credit funds.

- Maintain and update approved product lists.

- Prepare comprehensive product notes and investment rationales.

2. Asset Allocation & Advisory Framework:

- Design and manage model portfolios across risk profiles.

- Drive tactical and strategic asset allocation decisions.

- Integrate advisory logic with AI-driven engines for enhanced personalization.

3. Product Governance:

- Ensure robust documentation and periodic product reviews.

- Align product offerings with regulatory standards and compliance requirements.

4. Relationship Manager (RM) Support:

- Assist RMs with customized client proposals and investment pitch decks.

- Conduct portfolio reviews and provide actionable insights.

Ideal Candidate Profile:

- Proven expertise in MF/PMS research and alternate investment strategies.

- Experience in managing affluent or retail wealth portfolios.

- Strong analytical mindset, data-driven approach, and proficiency in drafting product notes and investment content.