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02/09 Ankur Agrawal
Co-Founder at

Views:576 Applications:103 Rec. Actions:Recruiter Actions:26

Senior Manager/Chief Manager - Investment Communication - Life Insurance (5-12 yrs)

Mumbai Job Code: 1149227

Senior / Chief Manager - Investment Communication - Life Insurance

The Role :

The job holder will have the responsibility of supporting the Investment Department with preparation of Investment communication collateral . This would entail preparation of fund performance specific information and convey the same to various stakeholders.

Responsibilities :

- Preparation of Investment specific content by interacting with CIO/Fund managers, vendors, marketing team and compliance.

- Making presentations on market developments to CEO/CDO/CFO to showcase various aspects and present the department point of view.

- Analysing and tracking industry developments

- Peer group analysis and comparative asset allocation patterns.

- Making department presentations for IMC/IC to present fund performance and various department initiatives.

- Preparing monthly fact sheets, other routine as well as ad-hoc reports.

- Interacting with various stakeholders - Sales, Learning& Development and Retention departments regularly by way of calls and creation of content.

- Updating the Investment section of the Company website and social media channels with regular weekly/monthly investment specific content.

- Creating ULIP Fund content based on evolving themes to help in a focussed offering to ULIP customers.

- Conducting portfolio attribution and peer fund comparison.

- Automating investment database and generating performance reports

Desired qualifications and experience :

- MBA from a reputed institute/ University or CA/ CFA.

- A minimum of 5+ years of total experience with preferably (1-2years+) in the similar role in an MF/Insurance/PMS/Broking Firm .

Women-friendly workplace:

Maternity and Paternity Benefits

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