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Product Research Head
Ladderup Wealth Management
posted 2hr ago
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Fixed timing
Key skills for the job
Job Description
Experience Required: 7-9 Years or more Job Responsibilities:
Role will involve managing the Product Research team. Keeping abreast about the financial trends, market movements, latest products available in the market, etc. Person should have a holistic approach; he/she should understand the product, its entire product cycle in depth while being able to drive the entire process and offer guidance to the team. Overall activities will include, product management, team management, keeping abreast of changes in rules, regulations, conducting client portfolio reviews, product communication, etc
- Team Management
- Manage the team, allocation of work and monitoring the same at regular intervals.
- Formulate the plan for the year, breaking the activities into months and week.
- Understand the strength and weakness of the members, scale the subordinate to their potential.
- Initiate New Product Launch
- Research, investigate and regularly monitor any investment products / opportunities/ financial market trends to determine whether they fit into client portfolios.
- Evaluate the products based on various risk and returns parameters.
- Prepare a product note, presentation, literature.
- Onboarding of the product, brokerage negotiation, documentation etc to be completed.
- Conducting training of the entire team, explaining various details, and resolving their doubts and concerns.
- Setting up process and systems in place that will ensure seamless execution, client service during the launch and post the investment.
- Arrange for webinars or calls for internal team and external clients.
- Product Reviews
- Organising calls with funds managers, industry veterans, etc for understanding the market behaviour, perception and its impact on the overall portfolio.
- Preparing a review note and sending across to the team and the clients
- Calculating the returns of various asset classes and the scheme at a set frequency
- Evaluating the product basket based on several inhouse evaluation parameters.
- Updating various marketing presentation, literatures, etc
- Keep abreast of various regulatory and the policy changes, market trends, revenues offered, etc
- Product Communication
- Preparing a note on the market update and sending it on a weekly basis to the clients.
- Updating the product presentation on a weekly basis, or as required.
- Sending across the returns comparison to the clients.
- Client Portfolio Review and Analysis
- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients and accordingly position products services.
- Preparing the Investment Policy Statement (IPS) for the new clients coming on board and updating the same for existing clients
- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client s primary consult.
- MIS
- Preparing reports on a monthly basis pertaining to the changes in Asset, revenue, performance of the wealth managers.
- Monitoring the brokerage rates for each product and substantial changes if any to be escalated and reported to the management.
- Maintaining a log of the client queries, concerns and resolutions.
- Ensure ongoing self-development
- Keep yourself updated with latest market information, prevailing Economic Trends, Industry news, Product level developments, Competitor products etc. Your aim should always be to become the best version of yourself and drive the team members.
Employment Type: Full Time, Permanent
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based on 10 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
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