Senior Product Manager - Wealth Management

Job Description:

Client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

They pride themselves in being a trusted Investment bank servicing customers with best results. in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors

Requirements:

Candidate shall be responsible for:

- To assist with due diligence and onboarding of new products

- To assist with continuous monitoring and evaluation of existing product recommendations

- To assist sales team with product related queries

- To analyze and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.

- To assist sales team with portfolio analysis for existing & prospective large clients.

- To assist with conceptualization, launch and track of R&R campaigns for sales team in line with the Business requirements.

- To prepare product one pagers and sales focused presentations to enable sales team to garner business.

- To conduct secondary research and assist with preparation of research notes and presentations for the sales team

Role Requirement (Qualification & Experience) :

- MBA Finance, CA , CS or with relevant work experience in managing Investment Products. (10 Yrs+ years of experience)

- Need to have a good understanding of Investment products in Wealth space and various Asset Classes.

- Have strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.

- Need to have good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.

- Well versed with Microsoft Office

- Advance excel & presentation skills.

- To comply with internal compliances & to follow best practices of industry and code of conduct