Product Head - Wealth

Product Head

Role & responsibilities

Key Responsibilities:

- Lead the product management group within the organization.

- Design the product value proposition for Wealth Management.

- Analyze various investment products such as PMS, AIF, Mutual Funds, and Structured Products, conducting due diligence for inclusion in our offerings.

- Develop innovative product offerings, both standardized and bespoke, based on competitive market analysis.

- Track and enhance the performance of launched products to maintain a competitive edge.

- Conceptualize and maintain collaterals, research notes, and investment insights.

- Manage and oversee existing products, including portfolio positioning, return analysis, and investment risk review.

- Take responsibility for the Investment Committee, generating monthly house views and model portfolios.

- Conduct analytics of client and model portfolios to ensure optimal performance.

- Provide high-quality, timely reports for clients with comprehensive coverage.

- Create regular updates on financial markets and economic trends.

- Ensure quarterly product benchmarking to maintain excellence.

- Collaborate with internal departments and external agencies to drive technology-driven solutions.

- Establish a knowledge platform through digital events and educational initiatives.

- Contribute to building a strong social media presence by curating high-quality investment-related content.

- Liaise with market data aggregators and research providers.

- Foster strong engagement with investment and RM teams.

- Negotiate superior commercial terms with manufacturers.

Compliance & Knowledge Sharing:

- Ensure adherence to all SEBI/IRDA/RBI guidelines and internal compliance procedures while approving products.

- Ensure necessary certifications for teams to comply with regulatory requirements.

- Organize investment conclaves, training programs, and quizzes for Wealth RMs to enhance knowledge sharing.

Preferred Qualifications:

- MBA in Finance or a related field.

- Deep understanding of capital markets, mutual fund industry, and investment nuances.

- Ability to multitask and excel in a high-pressure, performance-oriented environment.

- Strong analytical skills with an eye for detail.

- Passion for market analytics, economic trends, and investment research