Senior Specialist - Financial Product

Senior Financial Product Specialist

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Senior Financial Product Specialist

Location: Remote/Hybrid/Gurgaon

Experience: 7-10 Years

About the Role:

The Senior Financial Product Specialist will play a critical role in building and strengthening the firm's advisory and investment product engine. This role focuses on research, asset allocation, and advisory support across multiple investment products for affluent and high-net-worth clients.

Key Responsibilities:

1. MF, PMS & Alternate Product Due Diligence:

- Conduct in-depth research on AMCs, Mutual Funds, PMS strategies, and Alternate Investment products (including AIFs, InvITs, REITs, Market-Linked Debentures (MLDs), and Credit Funds)

- Evaluate product performance, risk parameters, and investment suitability

- Create and maintain approved product lists

- Prepare detailed product notes, investment rationale, and comparison reports.

2. Asset Allocation & Advisory Framework:

- Design and maintain model portfolios for different client risk profiles

- Support strategic and tactical asset allocation decisions

- Work closely with internal teams to integrate research outputs with AI-driven advisory engines

- Enhance advisory frameworks aligned with client goals and market conditions

3. Product Governance & Compliance:

- Ensure strong product governance through proper documentation and review processes.

- Conduct periodic product reviews and updates.

- Ensure regulatory compliance and alignment with SEBI and internal policies.

4. Relationship Manager (RM) Support:

- Support RMs with client proposals, presentations, and investment recommendations

- Assist in portfolio reviews and rebalancing discussions

- Act as a product expert for complex client queries and advisory needs

Requirement:

- Strong MF & PMS research expertise for one role; strong Alternate Investments expertise for the other experience in affluent/retail wealth management environments

- Highly analytical and data-driven, with strong attention to detail

- Comfortable creating product notes, research reports, and advisory documentation

- Strong understanding of Indian financial markets and investment products