Product Manager-mutual Fund Job in Idfc First Bank
Product Manager-mutual Fund
Idfc First Bank
4+ weeks ago
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
Job Summary
Job Requirements
Role/Job Title: Product Manager-Mutual Fund.
Function/Department: Wealth, Retail Liabilities.
Job Purpose:
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & responsibilities:
- Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes
- Relationship management with business partners, AMCs, Third Party product providers
- Ensure legal & compliance requirements with respect to investment products are met.
- Attend fund manager calls and provide input where ever necessary.
- Ideate on opportunities to enhance the product basket.
- Maintain top standards of internal and external communication.
- Automate Excel sheets and build models on financial planning.
- Collate and update Weekly/Monthly reports and presentations.
Secondary Responsibilities:
- MIS & platform enhancements
- Satisfactory regulatory audits
- Run campaigns and assist in Investor education programs.
Managerial & leadership responsibilities:
- Self-starter
- Motivated and hard-working
- In-depth knowledge of investment products across asset classes
Skills Required:
- Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus)
- Excellent verbal and written communication
Education Qualification:
- Post-graduation: Any
Experience:
2 5 years Industry Banking/ Wealth Management / AMC Functional Area Products
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