Product Head
Job Description:
• Coordinate and negotiate with third party product manufacturers for sourcing products and services.
• Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products.
• Initiate the process to become a channel partner/associate with all third party product providers.
• Actively search new investment products available in the market especially under alternative investment space.
• Roll out new investment products for the sales team.
• Circulate monthly recommendation sheet of Mutual Fund “Fund Select” after running through internal robust selection process using quantitative and qualitative and fundamentally evaluating all the short listing options for inclusion in Fund Select.
• Make available unlisted prices of unlisted securities for wealth managers and negotiate with vendors for best pricing while finalizing the script.
• Studies trends in a client's finances or investment objectives and then provides investment recommendations based on client preferences.
• Provide detailed analysis on Client’s Mutual Fund portfolios.
• Come out with the Monthly Product Plan and House View after discussing with in-house investment team.
Research on all PMS portfolios available in the industry.
Key products are - MF, Bonds, AIF, Unlisted shared, Trading – Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans – Secured & Unsecured , Real Estate advisory
Desired Profile / Criteria / Skills :
Experience in wealth products designing mandatory
Key Skills :
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.