Emkay Global - Product Manager - Wealth Management

Job Description

We are looking for a dynamic and detail-oriented Product Manager (Support Role) to join our Wealth Management team. This individual will be responsible for coordinating across teams to ensure smooth product execution, supporting client lifecycle processes, and enhancing the product platform. Ideal for someone with strong financial acumen, analytical thinking, and an interest in shaping innovative wealth products.

Roles & Responsibilities:

- Support the Wealth Product Head in end-to-end product lifecycle management.

- Collaborate with investment, research, compliance, operations, and technology teams to deliver seamless product execution.

- Assist in the design and rollout of new investment products and strategies tailored to HNI clients.

- Maintain and enhance product documentation, dashboards, and internal tools.

- Perform competitive benchmarking and market analysis to guide product enhancements.

- Prepare product presentations, internal training material, and client-facing content.

- Help manage product-related queries from sales and relationship teams.

- Ensure compliance and operational efficiency across all product-related functions.

Desired Candidate Profile

- Bachelor's or Master's degree in Finance, Economics, Business, or related field from a reputed university.

- 3 to 4 years of experience in product management, financial planning, investment operations, or wealth advisory.

- Additional qualifications like CFA (any level) will be a strong plus.

- Excellent analytical and problem-solving skills.

- Strong interpersonal and communication abilities.

- Proficiency in MS Excel, PowerPoint, and data tools; knowledge of CRM and wealth management systems is a plus.

- Exposure to Mutual funds, PMS, AIFs, or structured products is preferred.

Key Skills

Product Management, Wealth Management, Financial Products, Investment Support, Product Strategy, CFA, CA, PMS, Mutual Funds, Client Lifecycle Management, Investment Operations, Financial Services

About the Company

Emkay Global Financial Services Ltd. is a leading Financial Services Company with focus on servicing Institutional and HNI clients for their Investment requirements. Our Research is ranked within Top 10 among all research houses in India. We are a leading wealth management company offering personalized financial solutions to HNIs and ultra-HNIs across India. Our approach blends in-depth research with client-centric service and innovative product strategies.