Product Head - Mutual Funds/PMS/PE/VC Funds/Unlisted Securities/Fixed Income

Product Head (includes Mutual Funds, PMS, PE/VC Funds, Unlisted Securities, and Fixed Income Products.)

Key Responsible Areas :

- Coordinate and negotiate with third-party product manufacturers for sourcing products and services.

- Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities, and Fixed Income Products.

- Initiate the process to become a channel partner/associate with all third-party product providers.

- Actively search for new investment products available in the market, especially under alternative investment space.

- Roll out new investment products for the sales team.

- Circulate a monthly recommendation sheet of the Mutual Fund "Fund Select" after running through an internal robust selection process using quantitative and qualitative and fundamentally evaluating all the shortlisting options for inclusion in Fund Select.

- Make available unlisted prices of unlisted securities for wealth managers and negotiate with vendors for the best pricing while finalizing the script.

- Studies trends in a client's finances or investment objectives and then provides investment recommendations based on client preferences.

- Provide detailed analysis of Client's Mutual Fund portfolios.

- Come out with the Monthly Product Plan and House View after discussing with the in-house investment team.

- Research all PMS portfolios available in the industry.