AddressManager / Senior Manager - Product Advisory
About Company:
Our client is a leading mid- market Investment Bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities:
- To assist with due diligence and onboarding of new products
- To assist with continuous monitoring and evaluation of existing product recommendations
- To assist sales team with product related queries
- To analyse and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.
- To assist sales team with portfolio analysis for existing & prospective large clients.
- To assist with conceptualization, launch and track of R&R campaigns for sales team in line with the Business requirements.
- To prepare product one pagers and sales focused presentations to enable sales team to garner business.
- To conduct secondary research and assist with preparation of research notes and presentations for the sales team
Requirements:
- MBA Finance, CA , CS with relevant work experience in managing Investment Products. (2-5 years of experience)
- Need to have a good understanding of Investment products in Wealth space and various Asset Classes.
- Have strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.
- Need to have good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
- Well versed with Microsoft Office - Advance excel & presentation skills.
- To comply with internal compliances & to follow best practices of industry and code of conducts
