Wealth Management
& Investment Product Distribution
Location
Pan-India
(Metro/Tier-1 Preferred)
Reports To
Head – Investment
Products & Wealth Management
Company & Role
Overview
Our Client - A Leading Private Bank is a top-tier
financial institution renowned for its market-leading Wealth Management
division.
Role Purpose: Drive strategic
growth by enhancing the penetration of AIFs, PMS, and Mutual Funds.
The role focuses on product innovation, aligning client expectations with regulatory
frameworks, and acting as the key conduit between Product, Sales, Compliance,
and Research teams.
Key
Responsibilities
1. Business &
Revenue Growth
· Achieve targeted AUM growth and drive
sustained trail revenue through long-term client retention.
· Forecast and deliver on business budgets using high-impact investment
propositions.
· Identify emerging trends to create new product leverage across HNI/UHNI
segments.
2. Product Strategy
& Governance
· Conceptualize and design innovative structures (Cat II AIFs, Niche
PMS/MF themes).
· Develop clear positioning and differentiation strategies for
distribution products.
· Establish a systematic framework for fund evaluation, performance
benchmarking, and competitive analysis.
· Ensure strict adherence to SEBI/AMFI guidelines; partner with
Compliance on pre-validation of all materials.
3. Sales Enablement
& Partner Management
· Collaborate with relationship teams to ensure effective product
proposition delivery.
· Build robust partnerships with external AMCs, PMS houses, and AIF
managers to onboard new products.
· Create concise product collaterals, FAQs, and client-facing
communication decks.
· Conduct structured training sessions for Relationship Managers to simplify complex concepts.
4. Process &
Efficiency
· Develop systems for real-time product performance tracking and
analytics-based reporting.