Product Manager-Mutual Fund
IDFC FIRST Bank
Date: 1 week ago
City: Mumbai, Maharashtra
Contract type: Full time
Job Requirements
Role/Job Title: Product Manager-Mutual Fund.
Function/Department: Wealth, Retail Liabilities.
Job Purpose
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & Responsibilities
Post-graduation: Any
Experience
2–5 years Industry Banking/ Wealth Management / AMC Functional Area Products Job Requirements
Role/Job Title: Product Manager-Mutual Fund.
Function/Department: Wealth, Retail Liabilities.
Job Purpose
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & Responsibilities
- Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes
- Relationship management with business partners, AMCs, Third Party product providers
- Ensure legal & compliance requirements with respect to investment products are met.
- Attend fund manager calls and provide input where ever necessary.
- Ideate on opportunities to enhance the product basket.
- Maintain top standards of internal and external communication.
- Automate Excel sheets and build models on financial planning.
- Collate and update Weekly/Monthly reports and presentations.
- MIS & platform enhancements
- Satisfactory regulatory audits
- Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter
- Motivated and hard-working In-depth knowledge of investment products across asset classes
- Skills Required Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Job Requirements.
Post-graduation: Any
Experience
2–5 years Industry Banking/ Wealth Management / AMC Functional Area Products Job Requirements
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