Investment Product Management: Curate and manage a suite of investment products, including mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.
Rigorous Analysis: Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee framework.
Client Portfolios: Build portfolios for existing & prospective clients using tools & databases; Preparation of client portfolio proposals & pitch presentations, assist in client portfolio monitoring & rebalancing
Stakeholder Management: Collaborate with internal stakeholders, including relationship managers and compliance, to ensure seamless product implementation.
Regulatory Compliance: Ensure investment products adhere to SEBI and other regulatory guidelines.
Sales Enablement: Train relationship managers and advisors on product features, benefits, and positioning.
Client Engagement: Participate in client discussions, provide product insights, and help drive investment allocations.
Performance Monitoring: Track and evaluate the performance of investment products and suggest refinements.

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