Product Manager - Wealth Management - Stock Broking Firm

Client - Stock Broking

Position - Product Manager Wealth

Location - Chennai

Job Description :

- The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.

- The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance.

- Business development through sales team.

- Identifying customer needs and assessing their risk appetite.

- New financial product launch (Third-party).

- Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation.

- Coordination with AMC & Tie up for product upgradation.

- Responsible for Digital project and drive Business through Digital.

- Client is looking for wealth managers , investment councelors , product / RM from mutual fund companies - for this position.