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Tata Capital
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Assistant Manager - Product - Wealth

Assistant Manager - Product - Wealth

Tata Capital

2 - 7 years

8 - 12 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

project management sales product management wealth management competitive analysis management skills product sales business analysis market research product planning marketing pricing strategy product innovation business case pricing

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Assistant Manager to join our team in Mumbai. The role involves managing the product lifecycle for fee-based and third-party products, as well as Privately Managed Portfolios. The ideal candidate will have 2-7 years of experience.
Roles and Responsibility

Manage the product lifecycle for fee-based and third-party products, including enhancing advisor experience and adding new mandates.

Develop long-term plans to grow asset book through product innovation and operational improvements.

Monitor program sales and profitability against targets and adjust the approach when necessary.

Provide monthly reviews and insights on product sales, assets, and profitability.

Conduct market research and competitive analysis to identify trends, opportunities, and gaps in the wealth management product landscape.

Support and collaborate with the wealth manager to develop investment plans and resolve client issues.

Job

Graduate degree required.

Minimum 2 years of experience in product management or a related field.

Possess strong knowledge of wealth management products, including mutual funds, insurance, and alternative investments.

Demonstrate excellent communication and project management skills.

Ability to work in a fast-paced environment and meet deadlines is essential.

Strong analytical and problem-solving skills are necessary.

Experience in determining ongoing product evolution/development priorities and developing business cases for new products or enhancements is expected.

Knowledge of pricing strategies and managing key enterprise stakeholder relationships and product advisory groups is beneficial.

Ensure the product management function is audit-ready.

Research market trends and assist with the development of investment plans in collaboration with the wealth manager.

Provide support on products and services to the wealth manager and clients, resolving issues and concerns of clients with input from the wealth manager.

Analyze financial statements and market trends, and compile reports for the wealth manager and clients.

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Tata Capital

Financial Services

Mumbai Maharashtra

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Assistant Manager - Product - Wealth