Shriram Wealth - Manager/Senior Manager/Assistant Vice President - Product Specialist - Investments

Shriram Wealth carries forward Shriram Group's 50+ year legacy of financial excellence by combining its proven foundation of trust, care, and expertise with personalized, research driven strategies. We channel this heritage into every decision, simplifying wealth management to align with your unique goals and aspirations

We are looking to hire Product Specialist - Investments based at HO - BKC

Grade - Manager/Senior Manager/AVP

Role -

- Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings.

- Should be able to propose recommendations to the product team

- Preparing various reports, strategy notes along with presentations.

- Constructing & reviewing asset allocation and model portfolios across asset classes.

- Automation of research processes & creating fund evaluation models.

- Hands on experience of platforms like ICRA, Morningstar is required.

- Working with a forward-looking perspective & should have a 5 to 10 year experience in a similar profile with Wealth Management / Private Banking set up.

Qualification: Post Graduate with Specialization in Finance, CFA preferred