We are looking for a Senior Financial Product Specialist to build and scale our advisory and investment product engine. This role will be responsible for MF/PMS due diligence, asset allocation frameworks, product governance, and advisory support for affluent clients. The ideal candidate brings solid analytical capabilities, deep investment product knowledge, and prior experience in wealth management.
Key Responsibilities
- MF & PMS Due Diligence
Conduct in-depth research on AMCs, mutual funds, PMS strategies, and Alternate products including InvITs, REITs, MLDs, and Credit funds
Maintain and continuously enhance approved product lists
Prepare detailed product notes, comparison sheets, and investment recommendations
2.
Asset
Allocation & Advisory Framework
Build and maintain model portfolios across risk profiles
Drive tactical and strategic asset allocation
Work closely with the AI engine to integrate data-driven insights into advisory models
3.
Product
Governance
Prepare and manage product documentation
Conduct periodic reviews of approved products
Ensure regulatory alignment and compliance with industry standards
- RM Support & Advisory Assistance
Prepare investment proposals and client-ready presentations
Conduct portfolio reviews and provide analytics support to Relationship Managers
Assist in product trainings for RMs and internal teams
Ideal Candidate Profile
Deep expertise in MF/PMS research or Alternate Investments (one role focused on each track)
Experience in affluent / retail wealth management
Strong analytical and data-driven approach
Excellent written communication, especially in preparing product notes and investment writeups
Comfortable working in a fast-paced, high-growth environment