Assistant Vice President/Vice President - Investment Product Specialist/Manager (6-8 yrs)

Investment Product Specialist - AVP/VP

Role: Investment Product Manager

Grade: Associate Vice President / Vice President

Location: Mumbai

Reports to: Associate Director Product - Wealth Management

Education:

- Bachelor's degree in finance, Economics, Business, or a related field. MBA or relevant advanced degree preferred.

- Certifications (if any) NISM XXI-A (PMS) preferred.

- Experience: 6 - 8 years of experience in investment product management, asset management, or related roles.

Required Skills:

- Strong understanding of financial markets, investment products, and portfolio management.

- Proven experience in product development, strategy, and lifecycle management.

- Strong analytical and problem-solving skills with the ability to interpret financial data.

- Excellent communication and interpersonal skills.

- Ability to work in a fast-paced environment and manage multiple projects simultaneously.

- Knowledge of regulatory requirements within the investment management industry.

- Conduct due diligence and selection of mutual funds and assist with PMS/AIF selection.

- Build strong relationships with AMCs (Asset Management Companies) to negotiate terms and gain access to exclusive opportunities.

- Monitor fund performance and recommend necessary changes to optimize investment options.

- Conduct market research and competitor analysis to identify opportunities, trends, and potential product enhancements.

- Collaborate with marketing teams to create go-to-market strategies and product communication plans.

- Oversee the end-to-end product lifecycle from inception to launch, post-launch performance monitoring, and recommending improvements or modifications.

- Work closely with relationship managers and wealth managers to provide insights on fund selection and positioning.

- Communicate product updates, performance insights, and strategy to internal stakeholders and clients.

- Define the product vision, roadmap, and strategy, aligning it with broader business goals.

- Develop sales enablement tools, training materials, and product presentations for internal teams.

- Conduct regular product training sessions to enhance the understanding of mutual fund offerings.

- Work closely with portfolio managers, analysts, legal compliance, and sales teams to ensure that products are market-ready and compliant with relevant regulations.

- Ensure products meet all regulatory, audit, and internal policy requirements.

- Keep up to date with regulatory changes and assess their impact on product offerings.

- Contribute to the systemization and strengthening of platforms to achieve scalability and sustainability.

- Maintain the confidentiality of sensitive financial information.

- Manage financial, regulatory, and reputational risks prudently for both the firm and its clients.

- Foster a collaborative and effective teamwork culture across all levels of the organization.

- Manage stakeholders effectively to ensure successful product outcomes.

- Engage in continuous professional development, pursuing knowledge-enhancing initiatives and obtaining necessary certifications or licenses, as applicable.