Key responsibilities:
- Supporting Product head for all aspects of products w.r.t features positioning the sales pitch for existing as well as new products.
- Co-ordinating internally for regulatory filing and approvals. Product documentation and maintenance of reports
- Interacting with stakeholders for making product saleable in their respective channels. Internal coordination with fund managers for team and market communication
- Tracking new products in the market and updates on existing competitors products and proactively identifying the opportunities in both debt and equity to position/launch products to suit the customer need
- Tracking AUM movement in the industry and reporting any key movements in the market and scheme performance against peers
- Developing product-related communication including the market outlook and ad hoc subjects as well as management related matters
- Collate and update Weekly/Monthly reports and presentations.
Key aspect of role:
- Market analysis: peer review market trends fund flows SIP trends
- product TER comparison and strategic insights
- Sales support channel-wise communication strategies
- Key input on customer lifecycle management (CLC) for retail digital investors
- Assist product head in the new product development and launch planning
- Assist product head in Product presentations and updates (one-pagers leaflets content)
- Internal coordination with fund managers for team and market communication
- Board presentation inputs on industry trends
- Content support for front office digital and marketing teams
- Bridge between -HR and org Learning and Development along with HR
Skills Required:
- Research & Analytical ability
- Interpersonal skills & Excellent Written and Verbal Communication
- Knowledge of Mutual Fund Industry Equity Fixed Income Markets and other investment asset classes.
- Excellent computer skills in Microsoft Excel Word PowerPoint and preferably macros. MIS & platform enhancements
- A self-starter with the ability to work under pressure and with minimum supervision
- Understanding of regulatory aspects of products and sales.
- Run campaigns and assist in Investor education programs.
- Skills Required Strong knowledge on mutual funds and portfolios (PMS/AIF will be an added advantage)
Experience and Qualifications:
- Minimum Qualification: Post Graduation in Finance field
- Minimum Experience: 5 to 10 years