Hi,

We are looking for Head -Third Party Products for Mumbai Location, Interested candidate can share the updated resume on [email protected]

Company Name : Shriram Financial Services (Formerly Known as Way2Wealth)

Location : Andheri

Experience : 7 to 11 years

Job Title Head Third Party Products

Role Responsibilities

Driving Mutual Fund advisory, client engagement, investment research, and business development to enhance and retain MF AUM.

- Build and manage relationships with HNI, UHNI, retail, and corporate clients by providing expert Mutual Fund advisory, driving client acquisition, retention, and AUM growth.
- Be accountable for achieving the annual AUM growth targets and other business objectives set by the management.
- Provide personalized investment advisory based on clients financial goals, risk profile, and market outlook.

• Conduct Mutual Fund research, market analysis, and portfolio reviews to recommend suitable investment strategies and asset allocation.
- Monitor client portfolios and recommend timely portfolio rebalancing to optimize investment performance.





- Identify cross-selling opportunities across investment products, including PMS, AIFs, Bonds, Fixed Income, and Insurance.
- Prepare investment proposals, portfolio review reports, and client presentations.
- Collaborate with Sales, Research, Operations, and Product teams to ensure superior client service and execution.
- Ensure compliance with SEBI, AMFI, and internal regulatory guidelines. • Monitor business performance, client satisfaction, and achievement of AUM growth targets. Professional Background
- 610 years of experience having solid knowledge of Mutual Funds, financial markets, and investment products.
- Proven track record of managing and growing Mutual Fund AUM.
- Excellent client relationship management and communication skills.
- Strong analytical and research capabilities.
- Ability to interpret market data and provide actionable investment recommendations.

• Business development mindset with strong commercial acumen.
- Proficiency in MS Excel and investment/portfolio management tools.

📌 Head Third Party Products (Mumbai)
🏢 Shriram Asset Management
📍 Mumbai