Product Manager / Investments Product Manager - Wealth Management

Job Title: Product Manager Investments Product Manager Wealth Management Segment

Corporate Title : AVP

• This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building robust client centric portfolios and driving digital growth of transactions with enhancement of processes and platforms.
• Key objective will be to strengthen DPM & AOFs product suite.

Your key responsibilities

• Manage Investment portfolio with focus on AMCs, Third party DPMs & AIFs.
• Regularly interact with AMCs/Product Manufacturers for enhancing the product suite
• NPA for DPM and AIFs - Perform due diligence of the product, liaison with DCO, Legal and Compliance teams for onboarding
• Working on initiatives to enhance investment sales and AUM growth for WM segment
• Monitor the risks of the approved DPM & AIFs.
• Review and Implementation of Global client Suitability and appropriateness policy
• Monitoring - Detailed reporting on client portfolio to enhance client experiences.
• Ensure the implementation of appropriate systems and operational procedures to support sales, Track MIS and profitability.
• Work closely with Investments Operations team for enhancing both online and offline processes

Asset Managers Relationship management

• Drive relationships with product manufacturers and ensure new products negotiations and terms discussions.
• Manage commercial relations with AMC Partners, Vendors and various external stakeholders.

Coverage Support

• Conduct and Coordinate trainings on DPM & AIFs .
• Conduct client engagement events / roadshows.
• Budgeting and monitoring of Third party / DPM/ AIFs business target setting.
• Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter

Management Reporting

• Analysis of various MIS Presentations for Review of the business with Product committee
• AUM Analysis for review of Product portfolio

Compliance

• Implementing changes and controls in system.
• Compliance of Audit and regulatory guidelines

Your skills and experience

• Education | Certification (Recommended):Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other.
• Post-graduation: MBA/PGDM/CA/ CFA.

Experience:10 years across Banking/ Wealth Management / AMCs.