Manager / Senior Manager - Product Advisory About Company: Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Roles & responsibilities: - To assist with due diligence and onboarding of new products - To assist with continuous monitoring and evaluation of existing product recommendations - To assist sales team with product related queries - To analyse and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions. - To assist sales team with portfolio analysis for existing & prospective large clients. - To assist with conceptualization, launch and track of R&R campaigns for sales team in line with the Business requirements. - To prepare product one pagers and sales focused presentations to enable sales team to garner business. - To conduct secondary research and assist with preparation of research notes and presentations for the sales team Requirements: - MBA Finance, CA , CS with relevant work experience in managing Investment Products. (2-5 years of experience) - Need to have a good understanding of Investment products in Wealth space and various Asset Classes. - Have strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present. - Need to have good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders. - Well versed with Microsoft Office - Advance excel & presentation skills. - To comply with internal compliances & to follow best practices of industry and code of conducts

Mumbai

Manager/Senior Manager - Product Advisory - Investment Bank 

Manager/Senior Manager - Product Advisory - Investment Bank  ,Job Description for Manager/Senior Manager - Product Advisory - Investment Bank  in Merito in  Mumbai for (2-5) years of experience. Apply Now!

Job Description for Manager/Senior Manager - Product Advisory - Investment Bank  in Merito in  Mumbai for (2-5) years of experience. Apply Now!