Posted By

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HR

Partner at ConsultBae

Last Login: 21 May 2024

Job Views:  
212
Applications:  104
Recruiter Actions:  0

Job Code

1400872

Product Manager - Wealth

6 - 14 Years.Mumbai
Posted 1 month ago
Posted 1 month ago

Product Manager - Wealth


Job Description:


Manager - Wealth, Products

Experience (6+ Years)

Location - Mumbai

The Product Team is responsible for deliberating and helping the firm develop. investment, Product & Economic strategy catering and focused on High Net Worth

Individual clients as well as Corporate Treasuries across all investable assets.

Key Responsibilities:

- To manage the product team.

- To manage the relationship with external fund houses which are product manufacturers of MF, PMS, AIFs, Structured Products, Private Equity Funds, Real Estate Funds, Secondary Bonds etc.

- Work on new MF/ NON-MF processes/ launches in consultation with the Investment Committee

- Carry out PMS/Non-MF Process development/enhancement/changes as and when required.

- The employee would have to liaison with Legal/Compliance to execute AMC/Vendor/Product Manufacturer/Third Party Agreements as and when required.

- To actively interact with product manufacturers to understand attractive investment opportunities, and trends in the market to become an early mover.

- To interact and negotiate with various product providers for optimal product pricing.

- To arrange training programs for the Sales channel and external Account Managers (Sub Brokers) regularly.

- Creation of client mailers on client communication to be sent on any regulatory change/product. update/process changes etc

- Organize and Moderate Investment Committee Meetings periodically to evaluate products and present findings to the team.

- Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects etc.

- Development & support on future digital projects, which will help the business to have a digital transformation and ease of business. (e.g., Digital MF KYC, Digital application processes, WhatsApp integration, etc.)

- Ensure compliance with Regulatory requirements.

- To implement relevant strategic & tactical management initiatives.

- To support the Sales channel by assisting them with timely reverts on their MIS-related queries and accompanying them for meetings if required.

- To analyze and data mine to generate relevant reports and outputs that impact business decisions.

- To manage product-related MIS & analytics.

- Portfolio analysis for existing & prospective clients.

- Cash Flow Analysis for existing & prospective clients.

Experience & Requirements:

- Work Experience of 6+ Years in the Product department of a Wealth outfit

- Postgraduate with relevant work experience in managing Third Party Products.

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Posted By

user_img

HR

Partner at ConsultBae

Last Login: 21 May 2024

Job Views:  
212
Applications:  104
Recruiter Actions:  0

Job Code

1400872

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