AK Capital - Product Manager (3-8 yrs)

Candidate's Profile:

- Providing detailed market concept & product trainings for knowledge upgradation of RMs (Fresher & Experienced) on a regular basis

- Working closely with RMs & to be a part of client meetings with Relationship Managers to provide financial advice and guidance to clients, keeping them informed about macro-outlook, market trends, investment opportunities, and potential risks with an objective to close deals effectively

- Develop wealth management strategies and also evaluate investment opportunities, considering factors like risk, return potential and liquidity

- Prepare presentations & review existing portfolios for clients to suggest appropriate changes or adjustments

- Suggest comprehensive advice on asset allocation, risk management, return potential, Liquidity, taxation and estate planning.

- Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Pre-requisite:

- Experience Range: 3-5 years

- Product knowledge of Financial Market (Debt, Equity & Commodity), investment products, and wealth management principles. (Fixed Income is preferred)

- Updated knowledge about the macro-economic developments in India

- Understanding about Taxation for different Asset Class

- Familiarity with Indian Tax laws, regulations, and financial planning strategies specific to the Indian market

- Exceptional verbal and written communication skills in explaining complex financial concepts to clients

- Excellent interpersonal skills and the ability to build trust and rapport with clients

- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mind-set

- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS office tools (Excel and Word)

- Experience in serving high-net-worth individuals and understanding their unique wealth management needs

Education Qualification: - MBA in Finance (Preferred CA & CFA)