Investment & Product Strategist - BFS

ROLE -

Handles market research and understands the product offerings across the industry and helps in product development

- Closely working with our research team / Senior Management for product development / new schemes mobilization

- Conducts investor & MFD meets/events , face of SMAC in media (Conventional & digital)

- Identify partners who can help provide data/platform for developing fund strategies

- Profile: Analytical background and CFP an advantage

- Core KPIs: Differentiated strategies, speed to market, AUMs, % cost of fund management to AUM (leverage data and tech for efficiency/scale)

JOB DESCRIPTION -

- Preparation of content for existing & new products with support of Marketing team.

- To be the expert knowledge connect between the Investment Team and Sales / Marketing teams.

- Conceptualization & building of content related to Product Awareness & Investment / MF Concepts

- Provide regular updates to Head-Sales, CEO and other members of management team on trends and product development ideas in the mutual fund and BFSI segment.

- Advise Management & Sales team on new / modification in product features in line with Regulatory requirements and emerging market trends.

- Work closely with the Investment team, Head-Sales for the existing products / new product offerings suitable for both institutional and retail client base.

- Be involved in preparation of RFP's for distribution partners and other service providers.

- To advise on right product strategy for Equity & Debt products and product mixes.

- Monitoring of Product performance vis-a-vis peers and benchmark indices across all product categories.

- Ensuring existing & new products documents are formulated and maintained within the regulatory framework.

- Ensuring that correct & updated information on Products & Product features is made available to Marketing & IT teams of the AMC for display on company's website and Digital Asset.