Senior Financial Product Specialist

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview

This role builds the advisory and investment product engine covering MF/PMS research asset allocation and advisory support for affluent clients.

Key Responsibilities

1. MF & PMS Due Diligence

Research AMCs funds PMS strategies Alternates including Invits / REITS MLD s and Credit funds
Maintain approved lists
Prepare product notes

2. Asset Allocation & Advisory Framework

Build model portfolios
Tactical/strategic allocation
Integrate with AI engine

3. Product Governance

Documentation
Reviews
Regulatory alignment

4. RM Support

Proposal preparation
Portfolio reviews

Ideal Candidate Characteristics

One with Strong MF/PMS research capability and the Other with Alternates
Experience in affluent/retail wealth
Analytical data-driven fluent with product notes

Required Skills:

Asset AllocationAdvisory FrameworkProduct Governance

Role Overview This role builds the advisory and investment product engine covering MF/PMS research asset allocation and advisory support for affluent clients. Key Responsibilities 1. MF & PMS Due Diligence Research AMCs funds PMS strategies Alternates including Invits / REITS MLD s and Credit fund...