Job Description

Job Responsibilities:

- The employee will be instrumental in setting up the business strategy, systems, controls, and processes

- Will be responsible for Product management, business development client engagement, onboarding, operations, and marketing initiatives

- Will be a key contributor to fundraising by onboarding and managing distributor relationships and client engagement

- Will be involved in drafting Product Documents, Presentations, Factsheets, Literature, Sales Pitches, and Market Commentary

- Development and Revamp of PMS and AIF website

- Responsible for driving sales for Products in focus, New Fund offerings, and PMS Products by interacting with key clients and distributors (Banking, National Distributors, Regional distributors, and Individual financial agents)

- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on the platform by way of client meetings

- Run independent Equity MF evaluation

- Prepare and maintain monthly factsheets for all the recommended mutual fund schemes

- Maintain Model portfolio basket and regular updates on the same

- Quarterly Industry benchmarking for PMS products on the platform

- Scouting new Alternate products coming into the market

- Keeping the team updated on the latest happenings, news, and trends in the Indian mutual fund industry, wealth management industry & Global Outlook

- Portfolio Management Services: Equity portfolios, High yield Credit, and Real Estate Debt Portfolios

Job Requirements:

- Education: MBA / PG in Finance, Marketing / CFA

- Minimum 5+ years of working experience

- Financial Skills: Equity Research, Quantitative Analysis, Valuation, Derivatives

- Technical Skills: ASP.Net, C#, C++, Matlab, Access VBA, Excel, SQL, Business Intelligence tools

- The background should be from PMS - Portfolio Management Systems, AIF - Alternate -Investment fund, RIA - Registered Investment Advisory or MF - Mutual Fund, etc

- Strong Communication skills (written & verbal), presentation skills

- Highly analytical and problem-solving ability

About the client: The client is a leading asset management firm.

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