Role- Product Manager - Wealth Products

Experience- 6+ Years

Location- Mumbai

Mode- WFO- 5 days

Responsibilities:

The Product Team is responsible for deliberating and helping the firm develop. Investment, Product & Economic strategy catering and focused on High Net Worth Individual clients as well as Corporate Treasuries across all investable assets.

The Role of a Product Manager includes:
• To manage the product team.
• To manage the relationship with external fund houses which are product manufacturers of MF, PMS, AIFs, Structured Products, Private Equity Funds, Real Estate Funds, Secondary Bonds etc.
• Work on new MF/ NON-MF processes/ launches in consultation with the Investment Committee
• Carry out PMS/Non-MF Process development/enhancement/changes as and when required.
• The employee would have to liaison with Legal/Compliance to execute AMC/Vendor/Product Manufacturer/Third Party Agreements as and when required.
• To actively interact with product manufacturers to understand attractive investment opportunities, and trends in the market to become an early mover.
• To interact and negotiate with various product providers for optimal product pricing.
• To arrange training programs for the Sales channel and external Account Managers (Sub Brokers) regularly.
• Creation of client mailers on client communication to be sent on any regulatory change/product update/process changes etc
• Organize and Moderate Investment Committee Meetings periodically to evaluate products and present findings to the team.
• Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects etc.
• Development & support on future digital projects, which will help the business to have a digital transformation and ease of business. (e.g., Digital MF KYC, Digital application processes, WhatsApp integration, etc.)
• Ensure compliance with Regulatory requirements.
• To implement relevant strategic & tactical management initiatives.
• To support the Sales channel by assisting them with timely reverts on their MIS-related queries and accompanying them for meetings if required.
• To analyze and data mine to generate relevant reports and outputs that impact business decisions.
• To manage product-related MIS & analytics.
• Portfolio analysis for existing & prospective clients.
• Cash Flow Analysis for existing & prospective clients.

Experience & Requirements:
• Work Experience of 6+ Years in the Product department of a Wealth outfit
• Postgraduate with relevant work experience in managing Third Party Products.
• Need to understand all Investment products in the Wealth space.
• To have analytical skills to work on large data and derive meaningful insights/evaluate various products and ideas to present to the Sales channel.
• Excellent Interpersonal skills and ability to work across departments and ability to drive results without hierarchical reporting
• To be meticulous, creative, and have an eye for details.
• To comply with internal compliances.
• Need to have good communication skills, be very approachable, and maintain good rapport with all stakeholders.
• To follow best practices of the industry, and code of conduct and satisfy all regulatory requirements needed from time to time.

Software:
Proficient in MS Excel, PowerPoint, MFI Explorer, Morningstar Direct / PS & Bloomberg Terminal.

Certification/Qualification:
CFA or CA. NISM V-A (Compulsory), X-A, X-B (Preferable)

About Company-

For nearly a century, the B&K stable has provided a host of services to entities looking to engage in the financial markets. Our commitment to partaking only the best in financial advisory to all factions of the society has led to the germination of B&K Wealth Pvt. Ltd.. At B&K Wealth Pvt. Ltd., we intend to leverage upon our experience of managing over INR 60,000 crores of assets for institutional clients, to create customised and value accretive solutions for our retail clients.

website- https://www.bandkwealth.com/Ho...

At B&K Wealth Pvt. Ltd. we :

• Help our clients build long term wealth
• Architect their financial independence
• Provide a safe investment environment
• Provide the benefit of experts
• Offer myriad investment products
• Offer unbiased advice keeping in mind only our clients’ requirements

Parent company-

B&K Securities was established in 1875. For more than a century, we have matched Indian virtues with international standards of professionalism.
Our commitment and professionalism has established us as a trusted financial partner to many businesses. We leverage our research strengths, keen business insights and years of experience to offer unbiased and in-depth financial advice to our institutional and corporate clients.
We are a member of the Bombay Stock Exchange and the National Stock Exchange. We are also a SEBI registered Category I Merchant Banker, and have Insurance Broking and FX Broking affiliates.