Investment Product Specialist - AVP/VP Role: Investment Product Manager Grade: Associate Vice President / Vice President Location: Mumbai Reports to: Associate Director Product - Wealth Management Education: - Bachelor's degree in finance, Economics, Business, or a related field. MBA or relevant advanced degree preferred. - Certifications (if any) NISM XXI-A (PMS) preferred. - Experience: 6 - 8 years of experience in investment product management, asset management, or related roles. Required Skills: - Strong understanding of financial markets, investment products, and portfolio management. - Proven experience in product development, strategy, and lifecycle management. - Strong analytical and problem-solving skills with the ability to interpret financial data. - Excellent communication and interpersonal skills. - Ability to work in a fast-paced environment and manage multiple projects simultaneously. - Knowledge of regulatory requirements within the investment management industry. - Conduct due diligence and selection of mutual funds and assist with PMS/AIF selection. - Build strong relationships with AMCs (Asset Management Companies) to negotiate terms and gain access to exclusive opportunities. - Monitor fund performance and recommend necessary changes to optimize investment options. - Conduct market research and competitor analysis to identify opportunities, trends, and potential product enhancements. - Collaborate with marketing teams to create go-to-market strategies and product communication plans. - Oversee the end-to-end product lifecycle from inception to launch, post-launch performance monitoring, and recommending improvements or modifications. - Work closely with relationship managers and wealth managers to provide insights on fund selection and positioning. - Communicate product updates, performance insights, and strategy to internal stakeholders and clients. - Define the product vision, roadmap, and strategy, aligning it with broader business goals. - Develop sales enablement tools, training materials, and product presentations for internal teams. - Conduct regular product training sessions to enhance the understanding of mutual fund offerings. - Work closely with portfolio managers, analysts, legal compliance, and sales teams to ensure that products are market-ready and compliant with relevant regulations. - Ensure products meet all regulatory, audit, and internal policy requirements. - Keep up to date with regulatory changes and assess their impact on product offerings. - Contribute to the systemization and strengthening of platforms to achieve scalability and sustainability. - Maintain the confidentiality of sensitive financial information. - Manage financial, regulatory, and reputational risks prudently for both the firm and its clients. - Foster a collaborative and effective teamwork culture across all levels of the organization. - Manage stakeholders effectively to ensure successful product outcomes. - Engage in continuous professional development, pursuing knowledge-enhancing initiatives and obtaining necessary certifications or licenses, as applicable.

Mumbai

Assistant Vice President/Vice President - Investment Product Specialist/Manager 

Job Description for Assistant Vice President/Vice President - Investment Product Specialist/Manager  in Suche in  Mumbai for (6-8) years of experience. Apply Now!