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1 Ladderup Wealth Management Product Specialist Job
Product Specialist
Ladderup Wealth Management
posted 22d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Product Specialist Experience Required: 2-5 Years Job Responsibilities:
- Analysing complete spectrum of the financial product:
- Calculating the returns of various asset classes and the scheme at a set frequency
- Evaluating the product basket based on parameters like standard deviation, beta, rolling returns, sharpe ratio, etc
- Explaining the products to various wealth managers and resolving their queries if any
- Keep abreast of various regulatory and the policy changes, market trends, revenues offered, etc
- Preparing product presentations:
- Updating various marketing and presentation literatures
- Preparing client specific presentations based on the feedback of the wealth managers
- Cross-sell products and services to both new as well as existing HNI Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
- Preparing product presentations:
- Updating various marketing and presentation literatures
- Preparing client specific presentations based on the feedback of the wealth managers
- Cross-sell products and services to both new as well as existing HNI Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
- Market or product Research and Analytics
- Research, investigate and regularly update regarding the available investment opportunities/financial market trends to determine whether they fit into client portfolios
- Liaison with various third party product providers
- Conducting due diligence of new and existing products
- Assisting the wealth managers to ensure prompt servicing and updates to the clients:
- Preparing the Investment Policy Statement (IPS) for the new clients coming on board and updating the same for existing clients
- Undertake complete portfolio analysis and need based analysis of HNI, Ultra HNI and corporate clients.
- Coordinate with wealth managers to understand the client requirements and taking investment decisions for the clients
- Recommend strategies that clients can use to achieve their financial objectives
- Provide various Investment performance reports and summaries to the clients
- Ensure ongoing self-development.
Employment Type: Full Time, Permanent
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What Product Specialist at Ladderup Wealth Management are saying
Product Specialist salary at Ladderup Wealth Management
reported by
2
employees
₹5.4
L/yr - ₹6.9
L/yr
32%
less
than the average Product Specialist Salary in India
View more details
What Ladderup Wealth Management employees are saying about work life
based on 10 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
Ladderup Wealth Management Benefits
View more benefits
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