Product Manager - Wealth Management - BFSI

Critical Central team function required to propose, evaluate and on-board investment products. Product related communication, sales initiatives and stake-holder relationship management.

Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational process.

Job Description :

- Relationship management with business partners, AMCs, Third Party Product providers

- Ensure Legal & Compliance requirements with respect to investment products are met

- Attend Fund Manager calls and provide inputs where ever necessary

- Ideate on opportunities to enhance product basket

- Maintain top standards of internal and external communication

- Automate excel sheets and build models on Financial Planning

- Collate and update Weekly/Monthly reports and presentation

- MIS & Platform enhancements

- Satisfactory regulatory audits

- Run Campaign and assist in Investor Education program