Product Manager- Investment Advisory

Job Role & Responsibilities:

• Analyse client investment portfolio and suggest suitable changes
• Analyse portfolio returns vs benchmark, mcap allocations, amc concentrations, sector allocations, etc
• Call with clients for portfolio review
• Call with prospective clients
• Training to RMs about IA services, increase mindshare
• Prepare market Outlook and adhoc presentations
• Track business numbers
• Work within regulatory guidelines
• Complete knowledge of mutual funds is a must

Qualification: Graduate/Post Graduate

Location : Mumbai (Prabhadevi)