
Portfolio Strategist
3 days ago
Investment Product Manager
">Develop a suite of investment products, encompassing 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 Portfolio Management:
">Build portfolios for existing & prospective clients using tools & databases; Preparation of client portfolio proposals & pitch presentations, assist in client portfolio monitoring & rebalancing.
">Stakeholder Collaboration:
">Collaborate with internal stakeholders, including relationship managers and compliance, to ensure seamless product implementation.
">Regulatory Compliance:
">Ensure investment products adhere to SEBI and other regulatory guidelines.
">Sales Enablement:
">Train relationship managers and advisors on product features, benefits, and positioning.
">Client Engagement:
">Participate in client discussions, provide product insights, and help drive investment allocations.
">Performance Monitoring:
">Track and evaluate the performance of investment products and suggest refinements.
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