Product Manager-AFFLUENT-Investment Counselors

2 days ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Responsibilities

Product Growth:

  • Enhancing customer affinity by bringing in features improving time spent by customer on Cherry
  • Increasing DAU and MAU by building engagement tools on the platforms
  • Improve D2C customer transactions via effective marketing strategies and product enhancements

Product Building/Roadmap:

  • Provide product requirements to the engineering team in terms of features and user stories. Focus on requirements from a why and what perspective, allowing design and engineering teams the flexibility to decide on how to implement
  • Manage the roadmap of the product & prioritization around the features & functionalities
  • Work with UX designers to help create delightful experiences for different stakeholders
  • Be the quality champion for the product and make sure that every feature being launched is being held to the highest product standards
  • Working with marketing team to increase business of all products

Products Iterations and Improvements:

  • Work closely with customer success team to understand voice of customer and make sure that the roadmap delivers those needs
  • Engage with the customers and users to get constant feedback on how Kotak Cherry is solving their problems and incorporate this into the product features 
  • Continuously understand and benchmark against competitors' offerings on features, quality, target segments, etc
  • Ensure product roadmap incorporates emerging market trends and competitive offerings
  • Use data to understand how the product and features are performing and take data-driven decisions to advance the product and user experience

Prerequisites:

  • Experience as a PM in fintech industry/startup building digital products.
  • Strong background in and understanding of technology, software development and APIs
  • Understanding of product-led growth
Qualifications

An Ideal candidate would:

  • Have a great sense of business, product and customers
  • Be strong at analytical thinking and makes decisions regarding the strategic direction for the product and team
  • Be excellent at communication and relationships and carries the team forward on the chosen direction

  • Investment Counselor

    6 hours ago

    Mumbai, Maharashtra, India Veerwal Getwork Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job DescriptionAbout the Role: We are looking for an experienced and dynamic professional to join our team as an Investment Counselor. In this role, you will be responsible for training and enabling branch teams to effectively sell investment products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private...

  • Investment Counselor

    6 days ago

    Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Leading Bank Hiring Investment CounselorMumbaiInterested pelase call MAHEK and drop CV at Job Title Investment Specialist Branch BankingOverall Job DescriptionStrategic / Managerial Responsibilities• Driving Investment Products through Relationship Managers of Branches• Assist in investment portfolio asset allocation of customers• Handholding clients &...

  • Product Manager

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Product Manager-AFFLUENT-Investment Counselors . Product Growth: Enhancing customer affinity by bringing in features improving time spent by customer on Cherry Increasing DAU and MAU by building engagement tools on the platforms Improve D2C customer transactions via effective marketing strategies and product enhancements Product...

  • Investment Counselor

    6 hours ago

    Mumbai, Maharashtra, India Veerwal Getwork Services Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Investment CounsellorLocation: Mumbai - PrabhadeviSalary: Up to 14 LPA (Depending on experience and interview performance)Job Overview:We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi. The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS...

  • Sales Investments

    6 days ago

    Mumbai, Maharashtra, India Search Advisers Services Guj Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role AVP – Investments & PartnershipsReporting to Team Lead - Investments & PartnershipsResponsibilities• Acquire new HNI clients for Fractional Ownership investments• Manage and convert inbound and outbound leads from various marketing sources• Channel Partner(CP) acquisition: Acquire and farm channel partners to build AUM of preleased commercial...

  • Manager Financial Products and Advisory

    2 days ago

    Mumbai, Maharashtra, India Kristal Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    Company DescriptionKristal.AI is an award-winning digital private wealth platform with operations in Singapore, Hong Kong, India, and UAE. The platform enables underserved mass affluent investors to access sophisticated investment opportunities, offering personalized portfolio recommendations through an innovative advisory algorithm. With a diverse team of...

  • Sales Manager

    2 weeks ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: PMS Sales ManagerLocation : Mumbai Lower ParelBroader Role / Responsibilities:Acquisition of Wealth Clients PMS Sales:Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.Build up the sales funnel via Client Meetings...

  • Associate Relationship Manager

    4 days ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    DescriptionThe Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the...

  • Investments Product Manager

    2 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & Responsibilities:Job Description· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook· Running independent MF ranking/evaluation and maintain the quarterly ranking output· Prepare and...

  • Key Accounts Manager

    5 hours ago

    Mumbai, Maharashtra, India Getwork Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

    ROLES & RESPONSIBILITIES: -• Minimum 2 A/Cs of 5 Lac of Initial Margin.• Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor)• Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc.• MoM 1x of CTC as transactional broking revenue...