Product Manager - Wealth Expectations : 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. Qualification/experience : 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.

Delhi NCR

Mumbai

Chennai

Kolkata

Jaipur

Chandigarh

Any Location

Anywhere in India/Multiple Locations

Others

Unified Vision Wealth - Product Manager - Wealth 

Job Description for Unified Vision Wealth - Product Manager - Wealth  in Unified Vision Wealth in  Delhi NCR Mumbai Chennai Kolkata Jaipur Chandigarh Any Location Anywhere in India/Multiple Locations Others for (6-15) years of experience. Apply Now!

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