Investment Product Specialist

Core Responsibilities

• AMC Relationship Management, due diligence
• New Product Evaluation, risk management & product notes
• Market intelligence, Product trends in the industry
• Product & Portfolio Review & reports of performance
• Product Training & fund manager conference calls
• Product & Market Updates, ready reckoners
• Market event notes & client communication
• Newsletter management
• Ranking Process, Model Portfolio, asset allocation strategies & Fund selection monthly
• Market Presentations, Monthly theme
• Client circulation content management
• Liaison with partners on research like CRISIL, Morning star, ICRA, etc
• Work closely with Investment Specialist and RMs
• Skill & knowledge enhancement to empower sellers to deepen engagement on investment products
• Streamline process and make it friction free to understanding Investments & client requirements
• Bundle components into turnkey systems, look for innovative practices

Technical Experience

• Good understanding of banking and financial knowledge
• Good understanding of markets & products & categories across asset classes
• Strong analytical skills, Proficiency with MS Word, Excel, Power point

Skills Required

Market Research, Client Communication, Analytical Skills, Ms Office, Risk Management