AddressProduct Manager/ Lead - PMS
Experience (6+ Years)
The Product Team is responsible for deliberating and helping the firm develop investment, Product & Economic strategy catering and focused towards High Net Worth Individual clients as well as Corporate Treasuries across all investable assets.
Key responsibilities:
- To manage the product team.
- To manage the relationship with external fund houses which are product manufacturers of MF, PMS, AIFs, Structured Products, Private Equity Funds, Real Estate Funds, Secondary Bonds etc.
- Work on new MF/ NON-MF process/ launches in consultation with the Investment Committee
- Carry out PMS/Non MF Process development/enhancement/changes as and when required
- The employee would have to liaison with Legal/Compliance to execute AMC/Vendor/Product Manufacturer/Third Party Agreements as and when required
- To actively interact with product manufacturers to understand attractive investment opportunities, trends in the market to become an early mover.
- To interact and negotiate with various product providers for optimal product pricing
- To arrange training programs for the Sales channel & External Account Managers (Sub Brokers) on a regular basis both internally as well with external Fund Houses
- Creation of client mailers on client communication to be sent on any regulatory change/product update/process changes etc
- Organise and Moderate Investment Committee Meetings on a periodic basis to evaluate products and present findings to the team.
- Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects etc.
- Development & support on future digital projects, which will help the business to have a digital transformation and ease of business. (eg. Digital MF KYC, Digital application processes, Whatsapp integration etc.)
- Ensure compliance with Regulatory requirements
- To implement relevant strategic & tactical management initiatives.
- To support the Sales channel by assisting them with timely reverts on their MIS related queries and accompanying them for meetings if required.
- To analyze and data mine to generate relevant reports and outputs which impact business decisions
- To manage product related MIS & analytics.
- Portfolio analysis for existing & prospective clients.
- Cash Flow analysis for existing & prospective clients.
Experience & Requirements:
- Work Experience of 6+ Years in the Product department of a Wealth outfit
- Post graduate with relevant work experience in managing Third Party Products.
- Need to have an understanding of all Investment products in the Wealth space.
- To have analytical skills to work on large data and derive meaningful insights/evaluate various product ideas to present to the Sales channel
- Excellent Inter personal skills and ability to work across departments and ability to drive results without hierarchical reporting
- To be meticulous, creative and have an eye for details.
- To comply with internal compliances
- Need to have good communication skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
- To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.
Software: Proficient in MS Excel, PowerPoint, MFI Explorer, Morningstar Direct / PS & Bloomberg Terminal
