Job Title : Manager - Investment Products & Asset Allocation
Location: Mumbai | Ahmedabad| Pune |Delhi NCR | Hyderabad
Role Overview:
We are seeking a dynamic and client-focused Asset Allocation specialist, AUM Garnering Manager responsible for driving business growth through marketing, selling, and advisory across a comprehensive suite of in-house and third-party investment products. The role requires strong relationship management skills, deep understanding of financial markets, and the ability to deliver tailored investment solutions to clients.
Key Responsibilities:
Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs
Market, advise, and distribute a wide range of investment products including:
In-house investment solutions
Portfolio Management Services (PMS) and Global PMS
Fixed Income Products
Private Market / Pre-IPO / Structured Deals
Drive revenue generation through cross-selling and upselling of investment products
Provide strategic investment advice aligned with client risk profile and market outlook
Identify new business opportunities and acquire recent clients through networking and referrals
Stay updated on market trends, economic developments, and product offerings
Coordinate with internal teams and external partners to ensure seamless execution of transactions
Maintain high standards of compliance, documentation, and client servicing.
Key Requirements:
Bachelor’s degree in Finance, Business, or related field (MBA/CFA preferred)
1–8 years of experience in Asset management, private banking, or financial advisory
Robust understanding of capital markets and investment products (PMS, AIFs, Fixed Income, Global Investments, etc.)
Proven track record in client acquisition and revenue generation
Excellent communication, presentation, and interpersonal skills
Solid analytical and advisory capabilities