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Investment Product Strategist

Investment Product Strategist

InCred Value Plus Pvt. Ltd.Republic Of India, IN
23 hours ago
Job description

Job Title : Product Manager – IFA & Distributor Channel

Company : InCred Value Plus

Location : Mumbai

Work Experience : 8+ years of experience

Company Overview

InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities.

Position Overview :

InCred Value Plus is seeking a highly motivated Product Manager to drive the growth of the IFA (Independent Financial Advisor) and distributor channel network. The ideal candidate will manage product platforms for sub-brokers, communicate product recommendations, negotiate with product manufacturers, and collaborate with internal and external stakeholders to maximize product opportunities. This role requires an individual with a strong understanding of financial products and the ability to create a market-leading product pipeline tailored for sub-brokers. The candidate will work closely with the Wealth Products team, AMCs, and other stakeholders to ensure the successful execution of strategies.

Key Responsibilities :

  • Develop and adapt product platforms for the sub-broker network, ensuring optimal product access and management.
  • Track market trends and create a product pipeline with high-potential offerings for the sub-broker platform.
  • Lead negotiations with AMCs and product manufacturers to secure competitive brokerage structures.
  • Collaborate with the Wealth Products team to finalize mutually beneficial agreements.
  • Identify and present product opportunities within the InCred Group to the sub-broker network.
  • Coordinate with Marketing and external agencies to create and disseminate product communication materials.

Qualifications :

  • Bachelor’s degree in marketing, Business, or a related field. Master's degree is a plus.
  • 8-12 years of experience in product management within the wealth management, mutual fund distribution, or financial services sector, particularly with experience in handling IFA or distributor networks.
  • Proven experience in negotiating brokerage rates with product manufacturers, AMCs, or similar entities.
  • Strong capability to analyse market trends and product opportunities, translating them into actionable strategies.
  • Excellent verbal and written communication skills, with the ability to convey complex financial concepts to a varied audience.
  • Ability to work collaboratively with internal teams (Marketing, Wealth Products, Operations) and external stakeholders (AMCs, distribution channels).
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    Product Strategist • Republic Of India, IN

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