Head of Product wealth management

2 days ago


Anand, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

Our objective is to be known for our differentiated offerings and strategies that sets us apart from run-of-the-mill Private Wealth firms. An intelligent, ethical, hardworking & experienced Product Head will find it both enjoyable & an interesting challenge taking on this mandate of Head of Products.


Experience

  • Minimum 12 years of relevant work experience in financial services, financial product development, investment advisory & Private Banking (Wealth Management).
  • Excellent knowledge of Wealth Management solutions like Mutual funds, PMS/AIF, Private Credit, International Investments, Insurance, Alternative Investments etc. & strategies like tax minimization strategies, legacy planning, arbitrage etc.
  • Experience in Product Development and structuring for Private Wealth clients.
  • Experience in managing Investment Counsellors/ Advisors at a National level


Job Profile:

Lead the product management group of the organisation

  • Design the product value proposition for Wealth Management.
  • Analyze various PMS/AIF/MF/Structured Products etc & and conduct due diligence for assessment of inclusion in the product bouquet
  • Devise innovate product offerings for both templated as well as bespoke solutions after competitive scanning and benchmarking.
  • Source and interpret external market intelligence from a domestic as well as global perspective. Track and enhance the performance of launched products to ensure they remain competitive in the market place.
  • Conceptualize and maintain collaterals, research notes.
  • Existing Product management (including portfolio positioning, return analysis, investment risk review, peer group review)
  • Take responsibility of Investment committee, generation of monthly house view & model portfolios.
  • Analytics of client portfolios as well as model portfolios
  • Ensure high quality & timely reports for Clients with proper coverage.
  • Create regular & timely updates on events in financial markets & economy.
  • Ensure product benchmarking is conducted at Quarterly intervals.
  • Liaison with other departments and outside agencies to have best in class technology driven solutions.
  • Build a knowledge platform via digital events and knowledge series.
  • Assist in building a social media community for the organization through good content and conversation
  • Liaison with market data aggregators and research report providers.
  • Regular interaction with investment and RM Teams.
  • Negotiate superior commercials with manufacturers


Compliance: Ensure compliance of guidelines, system & procedures are followed while approving products. Ensure the teams have necessary certification to comply with SEBI/IRDA/RBI instruction(s).


Knowledge Sharing: Have your team arrange investment conclaves, training programs quizzes for Wealth RMs


Preferred Qualification:

  • MBA Finance or related field
  • Deep understanding of capital markets, MF industry and nuances of investing
  • Ability to multi-task & work in a high-pressure performance oriented environment.
  • Should have an eye for detail
  • Knowledge & Experience in Market Analytics and Passion for Research in Economic trends and Products.

Compensation:

  • Fixed: Competitive with the industry
  • ESOPs: Head of Products will be the beneficiary of generous ESOPs



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