HR at Unified Vision Wealth
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Unified Vision Wealth - Product Manager - Wealth (6-15 yrs)
Product Manager - Wealth
1- Create investment solutions ,design models on Financial Planning & curate portfolios for HNI clients basis their risk profile , goals and well defined needs. .
2- Ideate on opportunities and design new products especially structured products with support of institutional team to enhance product basket.
3- Providing regular product updates, competitor analysis ,strategic and tactical product recommendations to leverage upon the brand positioning.
4- Ensure legal ,compliance, regulatory and business risks are controlled by effective due diligence on the investment products ,processes & systems.
5- Contribute to the development of plans, processes, systems and procedures to improve the overall functioning of the unit.
Daily responsibilities and activities :
1- Regular reviews of client portfolios and generate reports and output for the relationship team for proper asset allocation and portfolio construction.
2- Collate and update Weekly/Monthly reports and presentation to the management.
3- Design and execute goal sheet,tracker of Relationship team performance and MIS generation on revenue parameters.
4- Ensuring all product related documentation is as per process and comply both internal and external audit requirements.
5- Actively manage desk risk via strong checks on Risk profiling, Asset Allocation models,right product selection to mitigate complaints.
6- Relationship management with business partners, AMCs, Third Party Product providers & negotiating commercials and new tie-ups.
1- CA/CFA/MBA/Post Graduate in Finance/Accounting or related discipline.
2- Min 6 years of investment /wealth management experience with 3+ years of experience in product management in the industry.
3- In depth knowledge of Wealth products, MF,PMS,AIF, Equity ,Fixed Income, Structured products & the Wealth software/platforms.
4- Detail oriented, analytical, command over data handling and excellent communication skills.