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Product Manager-Mutual Fund

2 months ago

Mumbai, India IDFC FIRST Bank Full time

Role/Job Title:  Product Manager- Mutual Fund

Function/Department: Wealth, Retail Liabilities.

Job Purpose:

This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.

Roles & Responsibilities:

Onboarding of new products (MF, PMS, AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes Relationship management with business partners, AMCs, Third Party product providers Ensure legal & compliance requirements with respect to investment products are met. Attend fund manager calls and provide input wherever necessary. Ideate on opportunities to enhance the product basket. Maintain top standards of internal and external communication. Automate Excel sheets and build models on financial planning. Collate and update Weekly/Monthly reports and presentations. MIS & platform enhancements. Satisfactory regulatory audits. Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter Motivated and hard-working In-depth knowledge of investment products across asset classes Skills Required Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Job Requirements.

Educational Qualifications: 

Graduation: Any 

Experience:  2 to 5 years Industry Banking/ Wealth Management / AMC.

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