Senior Manager - Product - PMS/AIF/RIA

- Instrumental in setting up the business strategy, systems, controls, and processes.

- Responsibilities: Leading Product, business development client engagement and onboarding, operations, and marketing initiatives.

- Key contributor in fund raising by onboarding and managing distributor relationships and client engagement.

- Background should be from PMS - Portfolio Management Systems, AIF - Alternate Investment fund, RIA - Registered Investment Advisory or MF - Mutual Fund etc.

- Portfolio Management Services: Equity portfolios, High yield Credit and Real Estate Debt Portfolios

- Alternative Investment Funds: CAT 2 & CAT 3 AIFs across Real Estate, Sector Agnostic Debt & Equities.

- Draft Product Documents, Presentations, Factsheets, Literature, Sales Pitch, Market Commentary.

- Development and Revamp of PMS and AIF website.

- Responsible for driving sales for Products in focus, New Fund offering and PMS Products by interacting with key clients and distributors (Banking, National Distributors, Regional distributors, and Individual financial agents).

- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on platform by way of client meetings.

- Run independent Equity MF evaluation.

- Prepare and maintain monthly factsheets for all our recommended mutual fund schemes on the AR intranet.

- Maintain Model portfolio basket and regular updates on the same.

- Quarterly Industry benchmarking for PMS product on platform.

- Scouting new Alternate products coming in market.

- Coming up with quality thought leadership reports twice in a year.

- Keeping the team updated on latest happenings, news and trends in the Indian mutual fund industry, wealth management industry & Global Outlook.

- CFA Added Advantage - Not mandatory.

- Financial Skills: Equity Research, Quantitative Analysis, Valuation, Derivatives,

- Technical Skills: ASP.Net, C#, C++, Matlab, Access VBA, Excel, SQL, Business Intelligence tools.