Investment Product Specialist (Mumbai)

Investment Product Specialist (Mumbai)

16 Aug
|
Straive
|
Mumbai

16 Aug

Straive

Mumbai

SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.
A Excellent Place to Work® certified company, SGA has a team of over 1,600 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.

The Investment Product Expert cooperates with the Investment GES team members in Mumbai as well as with the different colleagues of the Investment Content organization in Switzerland and works in close collaboration with Investment Specialists covering Funds and Structured Products.

The role is for one of the leading swiss bank based out of Mumbai.





Key Responsibilities:
• Create and update investment product marketing materials for sales and relationship managers using PowerPoint, mainly covering structured products, investment funds, and alternative investments.
• Lead the end-to-end process of creating client-ready marketing materials for investment products.
• Create client-ready marketing materials for in-focus investment products across established platforms, including Weekly Top Convictions, Market Outlook product offerings, and Structured Products booklets
• Contribute to Market Outlook campaigns by distilling complex research and product information into clear, concise, and client-friendly marketing materials
• Ensure content quality through editing and proofreading and publish it across various distribution channels using our content management tools.
• Maintain and update investment product-related content and marketing materials.

📌 Investment Product Specialist (Mumbai)
🏢 Straive
📍 Mumbai

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