The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc
Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket
Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements
Domestic and international competitive intelligence
Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability
Own the design of the client and advisor product experience
Develop business cases for new products or product enhancements
Develop, implement pricing strategies exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen
Manage key enterprise stakeholder relationships and product advisory groups
Ensure that product management function is audit-ready at all times
Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.
Foster proactive and productive relationships with channel and support partners
Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace
Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership regional leadership and other teams.
Requirements
Ability to understand the larger industry, organizationpriorities, and develop a clear roadmap for third party products
Minimum 7+ years of experience in Product Management in Wealth Management Firm
Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business
Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.
Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.
Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.
Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them
Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution
Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels
To ensure high quality launch materials, customer presentations and sales training.
Have a keen eye to track the latest offering and developments in the market and become a repository for market