Job Description:

We are looking for:

- Someone who has a good understanding of Investment products in wealth space and various asset classes.
- Someone who has strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.
- Someone who has positive communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
- Somebody who is well versed with Microsoft Office - Advance excel & presentation skills.
- Candidate will have to comply with internal compliances & to follow best practices of industry and code of conducts.

Qualification: MBA Finance / CA / CS or with relevant work experience in managing Investment Products.

Experience: 1 -3 years of experience

Duties:

Roles & Responsibilities:

- To assist with due diligence and onboarding of new products
- To assist with continuous monitoring and evaluation of existing product recommendations




- To assist sales team with product related queries
- To analyse and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.
- To assist sales team with portfolio analysis for existing & prospective large clients.
- To assist with conceptualization, launch and track of R&R; campaigns for sales team in line with the Business requirements.
- To prepare product one pagers and sales focused presentations to enable sales team to garner business.
- To conduct secondary research and assist with preparation of research notes and presentations for the sales team.

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Manager - Product Team (Wealth Distribution)

Category:

Wealth Product

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 Manager - Product Team (Wealth Distribution) (India)
🏢 Equirus
📍 India