• Head - Product Management - Wealth Management - Financial Services Firm Jobs in Mumbai,India

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  • 9 - 15 Years
  • Posted : above 1 month

Job Description:

Company A leading diversified financial services firm

Role Head- Product Management (Wealth Management)

Reporting to Director - Private Wealth Management

Experience 9+ years in Product Management (Wealth Management)

Location Mumbai

Role Summary Reporting to the Director, Private Wealth Management, the successful candidate with be responsible for managing the product lifecycle for our fee based third party products and Privately Managed Portfolios


- Tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

- Management of our discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS and overseas product basket

- Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

- Domestic and international competitive intelligence

- Portfolio consultancy/Product Advisory to RMs and clients

- Co-ordinate and distribute products

- Source, launch and support new products

- Update RMs on product strategy and market conditions

- Prepare portfolio presentations and coordinate dissemination

- Expand RMs knowledge of investment funds

- Conduct product training

- Foster proactive and productive relationships with channel and support partners

- Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current market place

Technical Experience

- Strong product knowledge of Mutual Funds and Alternative Investments (Private Equity, Hedge Funds)

- Good understanding of banking & financial knowledge

- Good understanding of selling & regulatory requirements for Mutual Funds and Alternative Investments

- Good track record of product advisory in Funds and Alternative Investments & creation of investment strategies

Non-technical Experience

- Team player

- Good interpersonal & communication skills

- Willing to coach, support, and work as team with marketing staff & other product arms of the bank in achieving sales target

- Ability to listen & understand clients requirements

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 16th Jan 2020

Key Skills:

Company Profile:

Not Mentioned

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