Head - Products/Wealth Management - Financial Services Firm

1. Company: A leading Financial Services firm

2. Role: Manager- Product Management (Wealth Management)

3. Reporting to : Director - Private Wealth Management

4. Experience: 9+ years in Product Management (Wealth Management)

5. Location: Mumbai (Lower Parel)

Role Summary :

Reporting to the Director, Investment Products, the successful candidate with be responsible for managing the product lifecycle for our fee-based third party products and Privately Managed Portfolios.

Responsibilities :

- Tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

- Management of our discretionary managed programs; ensure compliant design and delivery of our solutions /Products, including Mutual Funds, PE Funds, Insurance, PMS and overseas product basket

- Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

- Domestic and international competitive intelligence

- Portfolio consultancy/Product Advisory to RMs and clients

- Co-ordinate and distribute products

- Source, launch and support new products

- Update RMs on product strategy and market conditions

- Prepare portfolio presentations and coordinate dissemination

- Expand RM's knowledge of investment funds

- Conduct product training

- Co-calling and joint meetings with RMs

- Foster proactive and productive relationships with channel and support partners

- Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current market place

Technical Experience :

- Strong product knowledge of Mutual Funds and Alternative Investments (Private Equity, Hedge Funds)

- Good understanding of banking & financial knowledge

- Good understanding of selling & regulatory requirements for Mutual Funds and Alternative Investments

- Good track record of product advisory in Funds and Alternative Investments & creation of investment strategies

Non-technical Experience :

- Team player

- Good interpersonal & communication skills

- Willing to coach, support, and work as team with marketing staff & other product arms of the bank in achieving sales target

- Ability to listen & understand client's requirements