Senior Financial Product Specialist- Wealth Management

The Company : We are building one of India’s first AI-first, Agentic Wealth Management Platforms and is looking to hire Senior Product specialists who will conceive and design Wealth Management products.

Candidate Profile :

At least 15 years of experience in Financial domain of which at least 5 years as Financial Product Specialist.

Should have Strong Mutual Fund ( MF) / Portfolio Management System (PMS) research capability.

Experience in affluent / retail wealth

Should be Analytical, data-driven, fluent with product knowledge.

Role Overview

This role builds the advisory and investment product engine covering MF / PMS research, asset allocation, and advisory support for affluent clients.

Key Responsibilities

1. MF & PMS Due Diligence

• Research AMCs, funds, PMS strategies, Alternates, including Invits / REITS, MLD s and Credit funds
• Maintain approved lists
• Prepare product notes

2. Asset Allocation & Advisory Framework

3. Product Governance

4. RM Support

Compensation :

Highly competitive with the best in the industry