
Investment Product Specialist
2 weeks ago
- Product Evaluation & review across equity, fixed income, gold, off shore investments, bonds, SGB, NPS, gift city products, etc
- Product ideation & structuring & dynamic product monitoring
- Quantitative & Qualitative research
- Market updates & presentations & client communication
Core Responsibilities
- AMC Relationship Management, due diligence
- New Product Evaluation, risk management & product notes
- Market intelligence, Product trends in the industry
- Product & Portfolio Review & reports of performance
- Product Training & fund manager conference calls
- Product & Market Updates, ready reckoners
- Market event notes & client communication
- Newsletter management
- Ranking Process, Model Portfolio, asset allocation strategies & Fund selection monthly
- Market Presentations, Monthly theme
- Client circulation content management
- Liaison with partners on research like CRISIL, Morning star, ICRA, etc
- Work closely with Investment Specialist and RMs
- Skill & knowledge enhancement to empower sellers to deepen engagement on investment products
- Streamline process and make it friction free to understanding Investments & client requirements
- Bundle components into turnkey systems, look for innovative practices
Technical Experience
- Good understanding of banking and financial knowledge
- Good understanding of markets & products & categories across asset classes
- Strong analytical skills, Proficiency with MS Word, Excel, Power point
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Investment Product Specialist
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Investment Product Specialist
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Mumbai, Maharashtra, India Klay Full timeInvestment Product Management: Curate and manage a suite of investment products, including mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.Rigorous Analysis: Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee framework.Client Portfolios:...
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