Product Manager – Investments Product Manager – Wealth Management Segment

Job Title: Product Manager – Investments Product Manager – Wealth Management Segment

Corporate Title : AVP

Location: Mumbai, India

Role Description

• This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building robust client centric portfolios and driving digital growth of transactions with enhancement of processes and platforms.
• Key objective will be to strengthen DPM & AOFs product suite.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Manage Investment portfolio with focus on AMC’s, Third party DPMs & AIFs.
• Regularly interact with AMC‘s/Product Manufacturers for enhancing the product suite
• NPA for DPM and AIF’s -  Perform due diligence of the product, liaison with DCO, Legal and Compliance teams for onboarding
• Working on initiatives to enhance investment sales and AUM growth for WM segment
• Monitor the risks of the approved DPM & AIF’s.
• Review and Implementation of Global client Suitability and appropriateness policy
• Monitoring - Detailed reporting on client portfolio to enhance client experiences.
• Ensure the implementation of appropriate systems and operational procedures to support sales, Track MIS and profitability.
• Work closely with Investments Operations team for enhancing both online and offline processes

Asset Managers Relationship management

• Drive relationships with product manufacturers and ensure new products negotiations and terms discussions.
• Manage commercial relations with AMC Partners, Vendors and various external stakeholders.

Coverage Support

• Conduct and Coordinate trainings on DPM & AIF’s .
• Conduct client engagement events / roadshows.
• Budgeting and monitoring of Third party / DPM/ AIFs business target setting.
• Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter

Management Reporting

• Analysis of various MIS Presentations for Review of the business with Product committee
• AUM Analysis for review of Product portfolio

Compliance

• Implementing changes and controls in system.
• Compliance of Audit and regulatory guidelines

Your skills and experience

• Education | Certification (Recommended): Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other.
• Post-graduation: MBA/PGDM/CA/ CFA.

Experience: 10 years across Banking/ Wealth Management / AMC’s.

How we’ll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.htm

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.