Manage Investment portfolio with focus on Third party DPMs AIFs
Regularly interact with AMC s/Product Manufacturers for enhancing the product suite
NPA for DPM and AIF s - Perform due diligence of the product, liaison with DCO, Legal and Compliance teams for onboarding
Monitor the risks of the approved DPM AIFS
Monitoring - Detailed reporting on client portfolio to enhance client experiences.
Ensure the implementation of appropriate systems and operational procedures to support sales, Track MIS and profitability.
Work closely with Investments Operations team for enhancing both online and offline processes
Asset Managers Relationship management
Drive relationships with product manufacturers and ensure new products negotiations and terms discussions.
Manage commercial relations with AMC Partners, Vendors and various external stakeholders.
Coverage Support
Conduct and Coordinate trainings on DPM AIFs .
Conduct client engagement events / roadshows.
Budgeting and monitoring of Third party / DPM/ AIFs business target setting.
Run campaigns and assist in Investor education programs. Managerial leadership responsibilities Self-starter
Management Reporting
Analysis of various MIS Presentations for Review of the business with Product committee
AUM Analysis for review of Product portfolio
Compliance - Implementing changes and controls in system. Compliance of Audit and regulatory guidelines
Your skills and experience
Education | Certification (Recommended)
Graduation Bachelor s in Engineering / Technology / Math s / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other. Post-graduation MBA/PGDM Preferred. Experience 10 years plus in Banking/ Wealth Management / AMC
How we ll support you
Training and development to help you excel in your career
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs