Product Manager- Private Wealth

Location: Karol Bagh

We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and should be proactive in working with cross-functional teams.

Key Responsibilities:

• Product Tie-Ups & Empanelment: Identify and onboard new products and partners across Wealth Management domains.
• Sales Team Training: Design and deliver training modules for the Wealth Sales team to improve product knowledge and pitch effectiveness.
• Client Portfolio Reviews: Analyze and review client portfolios to assist the sales team with personalized solutions.
• Client Interactions: Participate in client meetings and calls when needed for product-related discussions.
• Product Deck Creation: Prepare and compare product decks (Performance/Risk-based) for client and internal use.
• Agreements & Renewals: Review, negotiate, and renew product-related agreements and contracts.
• Reporting: Prepare monthly and quarterly business and performance reports for internal stake holders.
• Business Negotiations & Commercials: Engage in negotiations for commercials with product manufacturers and partners.
• Sales Enablement: Support internal business drives and new product initiatives.

Candidate Requirements:

• Bachelor's degree in Finance, Business, or a related field. MBA/PG preferred.
• Minimum 2+ years of experience in Financial Product Management or Wealth Product Development.
• Strong knowledge of financial products such as Mutual Funds, PMS, AIFs, Bonds, etc.
• Excellent communication and presentation skills.
• Proficiency in MS Excel, PowerPoint, and reporting tools.
• Ability to work independently and cross-functionally.

Share CV at monika@smcinvestments.co.in