Associate Director
Year Mumbai, Maharashtra, India
Job Description
- Work with a leading global wealth management business
- Ownership of the third party product segment
About Our Client
Client is an international wealth management setup with strong presence in India.
Core Functional
- Product Origination - Screening of third-party product opportunities across PMS and AIFs, due diligence of short-listed products and on-boarding
- Product support - Ongoing tracking of recommended and prospective products, meetings with Fund Managers, publishing product collaterals and updates
- Sales Co-ordination and Support - supporting RMs in increasing sales penetration across focus ideas, conducting training for RMs, ongoing tracking of business, working closely with back-office for process aspects, transaction processing and MIS
- Working closely with team members for product origination, diligence, etc.
- Working closely with RMs, Team Heads and Business Heads for marketing the recommended products, resolving product issues, monitoring sales, etc.
- Arranging Fund Manager calls with clients and RMs; also presenting products to clients, where needed
- Liaise with Legal/Compliance/Operations for process / documentation related aspects, and any regulatory requirements
The Successful Applicant
Personal and Social
- Good communication skills (verbal, written)
- Good collaboration skills
Professional and Technical
- 8-12 years' experience
- Strong functional knowledge across asset and product classes
- Should have experience distributing third-party PMS and AIF products
- Strong analytical skills, proficiency with MS Word, Excel, Power Point
What's on Offer
- Global exposure
Quote job ref
JN-082022-5729118
Job summary
Function
Banking & Financial Services
Sub Sector
Portfolio / Fund / Asset Manager
Industry
Financial Services
Location
Mumbai City
Job Type
Permanent
Job Reference
JN-082022-5729118
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Job Detail
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Job IdJD2888650
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear