Job Description

Position Name AVP / Sr. Manager PMS Product
Location: Mumbai Date:
Position Purpose: Bringing PMS Product Ideas to life.
Principal
Accountabilities:

• Assisting the COO in executing the PMS Product strategy for India.
• Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive pms product strategy and identify opportunities for new product innovation

• o Conduct primary, secondary research and competitive analyses
• o Perform data analyses to drive insights and inform recommendations
• o Synthesize research / analyses, and develop content
• Help define and build the business case for new pms product strategy development or modification initiatives through assembling fact-based arguments and developing compelling presentations and product notes.
• Providing content in the development of presentations, investment insight articles, investor education articles, timely product ideas and other marketing materials
• Collaborate with other internal functional partners including the Investment, Distribution, Legal, Compliance, Finance and Marketing teams
• Contribute to idea generation, working closely with investment teams to ensure alignment on content creation and messaging. Working closely with the marketing team to develop product support materials and sales ideas
• Ensuring that the investment stories for assigned products are presented consistently across.
• Leverage internal investment research to create timely insights in support of sales initiatives
• Develop content to enhance pms product marketing collateral as needed
• Enforce superior quality control to ensure the accuracy of all content as well as consistency with firm style and brand

Knowledge, Skills, CompetenciesKnowledge, Skills & Expertise

• Strong grasp of investment concepts, products and the asset management industry; ability to interpret investment research to support and create product content.
• Understanding of equity & fixed income markets
• Macro Markets and Economy. Understanding of Equity Markets
• Good grasp on PMS/ AIF regulations
• Product Analytical Knowledge

Competencies

• Proficiency with Wealth Spectrum, Bloomberg and other analytical tools
• Communication
• Strong with Excel , Powerpoint Attributes
• Proactive
• Insight driven
• Out of box ideas

Preferred Industry Experience

• PMS / Asset Management /Wealth Management Industry
• 6 -10 years

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