• US Citizen

• Green Card

• EAD (OPT/CPT/GC/H4)

• H1B Work Permit

• Corp-Corp

• Consulting/Contract

• UG :- - Not Required

• PG :- - Not Required

• No of position :- ( 1 )

• Post :- 17th Aug 2022

- Min 9 years of investment /wealth management of experience in product management in the industry.

- In depth knowledge of Wealth products, MF,PMS,AIF, Equity ,Fixed Income, Structured products & the Wealth software/platforms.

- Create investment solutions, financial planning models, and HNI client portfolios based on their risk profile, goals, and well-defined needs. - Develop new product ideas and designs, particularly structured products, with the help of the institutional team to expand the product portfolio

- Providing regular product updates, competitor analysis, and strategic and tactical product recommendations in order to capitalize on the brand's positioning.

- Ensure that effective due diligence on investment products, procedures, and systems controls legal compliance, regulatory, and business risks.

- Assist in the development of strategies, processes, systems, and procedures to improve the unit's overall performance.

- Client portfolios are reviewed on a regular basis, and reports and output are generated for the relationship team to ensure correct asset allocation and portfolio development.

- Compile and update weekly/monthly reports for management presentation.