Head - AIF & PMS Products

We are hiring for a senior professional with extensive experience in managing PMS and AIF investment products.

Roles & Responsibilities : 

Market Intelligence : 

Be aware of product offerings, commercials, mobilization, etc of other channel partners/distributors.

Meetings with Product Manufacturers : 

Meet as many as possible PMS / AIF product manufacturers on a regular basis to get a good perspective of the investment landscape

White-listing / Approving Products : 

Ensuring the best in class products across asset classes is available for distribution on the platform. Ensure the end-to-end process for distribution is in place - including supporting Third Party Products team in executing service level agreements, setting up meetings between the RMs / clients and product manufacturers, co-ordination between sales and manufacturers for execution, etc

Commercials : 

Negotiate with product manufactures for commissions/distribution fees for alternate products

Product Delivery : 

Ensure all product collateral like client mailers, ready reckoners, performance comparison, etc is sent to the respective teams on a regular basis

Sales : 

Take targets from the sales team and drive sales through all branches to ensure significant traction for all products approved on the platform

Product Review : 

Ensure review of all approved products at a requisite interval

Training ;

Conduct product and product-related training for the sales and advisory team.