This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & responsibilities:
Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes
Relationship management with business partners, AMCs, Third Party product providers
Ensure legal & compliance requirements with respect to investment products are met.
Attend fund manager calls and provide input where ever necessary.
Ideate on opportunities to enhance the product basket.
Maintain top standards of internal and external communication.
Automate Excel sheets and build models on financial planning.
Collate and update Weekly/Monthly reports and presentations.
Secondary Responsibilities
MIS & platform enhancements
Satisfactory regulatory audits
Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter
Motivated and hard-working In-depth knowledge of investment products across asset classes
Skills Required Solid knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Job Requirements.