Product Manager

2 weeks ago


Mumbai, Maharashtra, India iimjobs Full time
Product Manager - Wealth

Job Description:
Manager - Wealth, Products

Experience (6+ Years)

Location - Mumbai

The Product Team is responsible for deliberating and helping the firm develop. investment, Product & Economic strategy catering and focused on High Net Worth

Individual clients as well as Corporate Treasuries across all investable assets.

Key Responsibilities:

  • To manage the product team.
  • To manage the relationship with external fund houses which are product manufacturers of MF, PMS, AIFs, Structured Products, Private Equity Funds, Real Estate Funds, Secondary Bonds etc.
  • Work on new MF/ NON-MF processes/ launches in consultation with the Investment Committee
  • Carry out PMS/Non-MF Process development/enhancement/changes as and when required.
  • The employee would have to liaison with Legal/Compliance to execute AMC/Vendor/Product Manufacturer/Third Party Agreements as and when required.
  • To actively interact with product manufacturers to understand attractive investment opportunities, and trends in the market to become an early mover.
  • To interact and negotiate with various product providers for optimal product pricing.
  • To arrange training programs for the Sales channel and external Account Managers (Sub Brokers) regularly.
  • Creation of client mailers on client communication to be sent on any regulatory change/product. update/process changes etc
  • Organize and Moderate Investment Committee Meetings periodically to evaluate products and present findings to the team.
  • Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects etc.
  • Development & support on future digital projects, which will help the business to have a digital transformation and ease of business. (e.g., Digital MF KYC, Digital application processes, WhatsApp integration, etc.)
  • Ensure compliance with Regulatory requirements.
  • To implement relevant strategic & tactical management initiatives.
  • To support the Sales channel by assisting them with timely reverts on their MISrelated queries and accompanying them for meetings if required.
  • To analyze and data mine to generate relevant reports and outputs that impact business decisions.
  • To manage productrelated MIS & analytics.
  • Portfolio analysis for existing & prospective clients.
  • Cash Flow Analysis for existing & prospective clients.

Experience & Requirements:

  • Work Experience of 6+ Years in the Product department of a Wealth outfit
  • Postgraduate with relevant work experience in managing Third Party Products.

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