Product Portfolio Manager

1 day ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Investment Product Specialist Role

This is a unique opportunity to join a dynamic team in investment product management.

  • Key Responsibilities:
  • Manage a diverse portfolio of investment products, encompassing mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.
  • Conduct in-depth analysis to shortlist product ideas, taking end-to-end responsibility for obtaining approval and execution within an Investment Committee framework.
  • Build tailored portfolios for existing and prospective clients using advanced tools and databases, preparing client portfolio proposals and pitch presentations, and assisting in client portfolio monitoring and rebalancing.
  • Collaborate with internal stakeholders, including relationship managers and compliance, to ensure seamless product implementation.
  • Evaluate the performance of investment products and suggest refinements as needed.
  • Participate in client discussions, providing product insights, and driving investment allocations.

This role requires excellent communication skills and the ability to stay up-to-date with industry developments. If you are passionate about investment products and have a keen analytical mind, this could be the ideal opportunity for you.

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