Experience required: 8-12 Yrs
Skills: Mutual Funds, Wealth Management, Product Management, Financial Services, Financial Products, Management, Finance

Role & Responsibilities:

Job Description:

Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
Running independent MF ranking/evaluation and maintain the quarterly ranking output
Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework time to time
Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
Creating all possible MIS related to products available on platform and ensure its maintenance
Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc

Qualifications:

Should have MBA (Finance) / Post Graduate (MBA preferably) / CFA / CA with minimum 5-8 years of relevant Investment Products experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
Needs to be conversant with the working of mutual funds and other investments including their taxation, types of schemes, etc
Updated knowledge about the markets and economic developments
Excellent report writing and communication skills along with proficiency in excel

Role: BFSI, Investments & Trading - Other
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: BFSI, Investments & Trading - Other
Education
UG: Any Graduate