Wealth Product Specialist

3 weeks ago

Delhi, India SMC Private Wealth Full time

Job Description for Wealth Product Specialist:

We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and should be proactive in working with cross-functional teams.

Key Responsibilities:

 Product Tie-Ups & Empanelment: Identify and onboard new products and partners across Wealth Management domains.

 Sales Team Training: Design and deliver training modules for the Wealth Sales team to improve product knowledge and pitch effectiveness.

 Client Portfolio Reviews: Analyze and review client portfolios to assist the sales team with personalized solutions.

 Client Interactions: Participate in client meetings and calls when needed for product-related discussions.

 Product Deck Creation: Prepare and compare product decks (Performance/Risk-based) for client and internal use.

 Agreements & Renewals: Review, negotiate, and renew product-related agreements and contracts.

 Business Negotiations & Commercials: Engage in negotiations for commercials with product manufacturers and partners.

 Sales Enablement: Support internal business drives and new product initiatives

We are dealing in PMS, AIF, BONDS, MUTUAL FUNDS, NCDs, RIA's / IAP's, INSURANCE, UNLISTED, FD's, Real Estate ( Dubai )

Candidate Requirements:

 Bachelor's degree in Finance, Business, or a related field. MBA/PG preferred.

 Minimum 4+ years of experience in Financial Product Management or Wealth Product Development.

 Strong knowledge of financial products such as Mutual Funds, PMS, AIFs, Bonds, etc.

 Excellent communication and presentation skills.

 Proficiency in MS Excel, PowerPoint, and reporting tools.

 Ability to work independently and cross-functionally. written communication skills

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