Wealth Product Specialist
6 days ago
We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and should be proactive in working with cross-functional teams.
Key Responsibilities:
Product Tie-Ups & Empanelment: Identify and onboard new products and partners across Wealth Management domains.
Sales Team Training: Design and deliver training modules for the Wealth Sales team to improve product knowledge and pitch effectiveness.
Client Portfolio Reviews: Analyze and review client portfolios to assist the sales team with personalized solutions.
Client Interactions: Participate in client meetings and calls when needed for product-related discussions.
Product Deck Creation: Prepare and compare product decks (Performance/Risk-based) for client and internal use.
Agreements & Renewals: Review, negotiate, and renew product-related agreements and contracts.
Business Negotiations & Commercials: Engage in negotiations for commercials with product manufacturers and partners.
Sales Enablement: Support internal business drives and new product initiatives.
Candidate Requirements:
Bachelor's degree in Finance, Business, or a related field. MBA/PG preferred.
Minimum 2+ years of experience in Financial Product Management or Wealth Product Development.
Strong knowledge of financial products such as Mutual Funds, PMS, AIFs, Bonds, etc.
Excellent communication and presentation skills.
Proficiency in MS Excel, PowerPoint, and reporting tools.
Ability to work independently and cross-functionally.
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