Product Manager - Mutual Fund Segment - Financial Services

Client - Leading financial services firm

Position - Product Manager Mutual fund

Location - Mumbai / Thane

Requirement Number 1:

ROLE & RESPONSIBILITIES: -

- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on platform by way of client meetings

- MF

- Run independent Equity

- MF evaluation

- Prepare and maintain monthly factsheets for all our recommended mutual fund schemes on the AR intranet.

- Maintain Model portfolio basket and regular updates on the same.

- Quarterly Industry benchmarking for PMS product on platform.

- Scouting new Alternate products coming in market.

- Coming up with quality thought leadership reports twice in a year.

- Keeping the team updated on latest happenings, news and trends in the Indian mutual fund industry, wealth management industry & Global Outlook

JOB SPECIFICATIONS REQUIRED:

Qualifications: - CFA preferable

- Product and Research experience of minimum 4years

- Needs to be conversant with the working of mutual funds and insurance including their taxation, types of schemes, etc

- Updated knowledge about the markets and economic developments

- Excellent report writing skills

- Should be proficient in Excel

Required Candidate profile:- Minimum 3-5 Years Experience in Product Management roles in Digital Mutual Funds products from Mutual Funds Fintech Companies

Responsibilities:

Job Description:

- Responsible for online product development, testing and launch activities to ensure improved customer experience. Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments. Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations.

- Identifying business approach that addresses segment/customer level product fitment based on financial needs/trends/triggers. Strategize, plan marketing activities & for customer activation, achieve up-sell and cross-sell targets for DIY customers

- Responsible for coordination with Asset Management Companies for empanelment, ensuring availability of their products, pay-out negotiations and achieving revenue targets from their marketing activities through online channel.

- Responsible for training of sales force on Mutual Fund products and website features. Coordinate and build strong working relations with various internal organizations including Marketing, Technology, Projects, Operations, Compliance & Research to ensure continuous customer engagement and improvement in customer experience

Ananthi Prasad
Senior Manager-BFSI Hiring
Rekrut India Consulting