The PCG product team is responsible for onboarding and managing various investment products across Mutual Funds / PMS/ AIF's and other Investment opportunities. To provide regular support to the PCG Sales and Dealing team to manage the customer portfolio.
JOB ROLE :
- To manage the product team.
- To manage the relationship with external fund houses which are product manufacturers.
- To implement relevant strategic & tactical management initiatives.
- To support the channel by assisting them with timely reverts on their MIS related queries.
- To analyze and data mine to generate relevant reports and outputs which impact business decisions
- To manage product related MIS & analytics.
- To be a key driver of MF data analytics in TPP Team and generate important reports.
- To assist the Regional Heads to meet the product targets.
- Working closely with the Branch Channel to help PCG- Branch cross sell products.
- Portfolio analysis for existing & prospective clients.
- Regular training of PCG RM's & dealers.
- Conceptualize, launch and track Team building activities/exercises in line with the Business requirements
Qualifications & Experience :
- Post graduate with relevant work experience in managing TPP Products.
- Need to have an understanding of Investment products in Wealth space.
- To have analytical skills to work on large data and derive meaningful insights/evaluate various product ideas to present quickly to the channel
- Excellent Inter personal skills and ability to work across departments and ability to drive results without hierarchical reporting
- To have an eye for details, meticulous and be creative.
- To comply with internal compliances & satisfactorily complete internal as well as external audit requirements
- Need to have good communication skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
- To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.
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