Product & Research Specialist - BFSI

Ideal candidate should have experience in :

- Mutual Funds products

- Insurance products

- Equity Market understanding.

Drive investment / product strategy for all clients on a pan India Basis

- Work closely with the in-house Investment committee

- Assimilate and disseminate house views on economy, markets and investment products to the team

- Periodically review existing investment products and identify new opportunities in the space

- Monitor client portfolios jointly with their advisors to maintain alignment with the client's needs

- Work closely with product manufacturers globally to ensure best in class product availability for our clients

- Collaborate with the client advisors to ensure the building of long term assets

- Seasoned industry professional, with hands on experience in Wealth Management is a must

- Thorough understanding of all asset classes & investment products

- Thorough understanding of the global best practices for investment advisory is a must

- High levels of Integrity

- Knowledge of income tax and succession planning will be an added advantage