We are looking for:
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Someone who has a good understanding of Investment products in wealth space and various asset classes.
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Someone who has strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.
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Someone who has good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
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Somebody who is well versed with Microsoft Office - Advance excel & presentation skills.
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Candidate will have to comply with internal compliances & to follow best practices of industry and code of conducts.
Qualification: MBA Finance / CA / CS or with relevant work experience in managing Investment Products.
Experience: 1 -3 years of experience
Roles & Responsibilities:
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To assist with due diligence and onboarding of new products
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To assist with continuous monitoring and evaluation of existing product recommendations
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To assist sales team with product related queries
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To analyse and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.
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To assist sales team with portfolio analysis for existing & prospective large clients.
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To assist with conceptualization, launch and track of R&R campaigns for sales team in line with the Business requirements.
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To prepare product one pagers and sales focused presentations to enable sales team to garner business.
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To conduct secondary research and assist with preparation of research notes and presentations for the sales team.
