
Product Manager – Investments Product Manager – Wealth Management Segment
5 hours ago
Job Title Product Manager - Investments Product Manager - Wealth Management Segment Corporate Title AVP Location Mumbai India Role Description This role also involves managing relationships with business partners AMCs and third-party product providers ideating on product opportunities and building robust client centric portfolios and driving digital growth of transactions with enhancement of processes and platforms Key objective will be to strengthen DPM AOFs product suite What we ll offer you As part of our flexible scheme here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100 reimbursement under childcare assistance benefit gender neutral Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs and above Your key responsibilities Manage Investment portfolio with focus on AMC s Third party DPMs AIFs Regularly interact with AMC s Product Manufacturers for enhancing the product suite NPA for DPM and AIF s - Perform due diligence of the product liaison with DCO Legal and Compliance teams for onboarding Working on initiatives to enhance investment sales and AUM growth for WM segment Monitor the risks of the approved DPM AIF s Review and Implementation of Global client Suitability and appropriateness policy Monitoring - Detailed reporting on client portfolio to enhance client experiences Ensure the implementation of appropriate systems and operational procedures to support sales Track MIS and profitability Work closely with Investments Operations team for enhancing both online and offline processes Asset Managers Relationship management Drive relationships with product manufacturers and ensure new products negotiations and terms discussions Manage commercial relations with AMC Partners Vendors and various external stakeholders Coverage Support Conduct and Coordinate trainings on DPM AIF s Conduct client engagement events roadshows Budgeting and monitoring of Third party DPM AIFs business target setting Run campaigns and assist in Investor education programs Managerial leadership responsibilities Self-starter Management Reporting Analysis of various MIS Presentations for Review of the business with Product committee AUM Analysis for review of Product portfolio Compliance Implementing changes and controls in system Compliance of Audit and regulatory guidelines Your skills and experience Education Certification Recommended Graduation Bachelor s in Engineering Technology Math s Commerce Arts Science Biology Business Computers Management any other Post-graduation MBA PGDM CA CFA Experience 10 years across Banking Wealth Management AMC s How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information We strive for a in which we are empowered to excel together every day This includes acting responsibly thinking commercially taking initiative and working collaboratively Together we share and celebrate the successes of our people Together we are Deutsche Bank Group We welcome applications from all people and promote a positive fair and inclusive work environment
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...
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Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Wealth Manager
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Urgent Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Wealth Management Analyst
2 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Moneyfrog Financial Services Pvt. Ltd. Full timeJob Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...
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Wealth Management Specialist
3 days ago
Mumbai, Maharashtra, India beBeewealth Full time ₹ 8,00,000 - ₹ 12,00,000We are seeking a skilled professional to build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key responsibilities include providing personalized financial advice and wealth management solutions based on client needs and risk appetite. Regular portfolio reviews and performance updates will...