Wealth Product Specialist
Job Description:
We are seeking an experienced and dynamic Product Manager to join our Product Development team for premium vertical of Global Investment Company. 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.
Company Profile
Group company started in the year 1990, It is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. It believes in growing with its clients and creating valuable relationships.
It brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.
Its dedicated --- Managers develop personalized --- management strategies for the clients by listening to them and understanding their financial needs and goals.
The investment solutions here cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.