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 robust analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.
Someone who has good communication and inter-personal skills, be very approachable and should have the ability to maintain valuable 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: 3 - 5 years of experience

Duties:

Roles & Responsibilities:
To assist with due diligence and onboarding of current 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 :

Senior Manager - Product Team (Wealth Distribution)

Category:

Wealth Product

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 Senior Manager Product Team Wealth Distribution Mumbai
🏢 Equirus
📍 Mumbai