01Key Responsibilities
Track new product launches across MF, PMS, AIFs, Structured Products.
Build and maintain a central repository of data, research, and collaterals.
Liaise with asset managers to form house views and provide inputs for product whitelisting.
Develop rationales for product approvals to the Investment Committee.
Maintain active touchpoints with fund managers, recording insights and updates.
Support Wealth Partners with product intelligence and joint calls.
Candidate
02Requirements
2-3 years in wealth/product research.
Strong analytical and financial writing skills.
Understanding of PMS, AIF, and structured products.
Relationship management capability with AMCs/fund houses.
2-3 years in wealth/product teams at private banks or AMCs