Product Manager - HNI/UHNI Segment - Banking

Key Responsibilities and Accountabilities :

- Advise Ultra HNI / private wealth clients on their investment portfolio and recommend customised products to them based on their risk profile and investment objective.

- Create investment solutions and associated planners, pitch books and product slides.

- Formulate Investment Strategy. Maintain Model Portfolios, Investment Advisory collateral.

- Study the competitive landscape and be fully abreast with competitive offerings in the market. Use this information for creating new product offerings as per client needs.

Job Requirements :

Qualifications :

- CA / CFA / MBA

- 4 - 12 years of experience in Research Sector.

Functional Competencies :

- Sound knowledge of Capital Markets, Mutual Funds and AIF

- Dealing with Ultra HNI Clients