Role & responsibilities

- Manage investment products across Mutual Funds, PMS, AIFs, and GIFT City investment solutions.
- Coordinate with AMCs, PMS providers, IFSC fund houses, and nancial instiutions for product onboarding and execution.
- Develop strategic partnerships and strengthen distributor relationships to drive business
growth.
- Prepare investment notes, product comparison reports, presentations, factsheets, and research documents.
- Support the sales team through product training sessions and investment-related guidance.
- Coordinate transaction execution and resolve operational issues with internal and external stakeholders.
- Track commissions, agreements, invoices, and partner onboarding processes.
- Collaborate with Legal, Compliance, Operations, Marketing, and Sales teams for seamless product execution.
- Assist in launching recent investment products and developing marketing collateral.
- Conduct market research on domestic and international investment products.

📌 Wealth Product Manager (Noida)
🏢 Nivesh
📍 Noida