This role involves managing relationships with business partners, AMCs, and third-party product providers, ideating on product opportunities, building client-centric portfolios, and driving digital growth
Job Summary
This role involves managing relationships with business partners, AMCs, and third-party product providers, ideating on product opportunities, building client-centric portfolios, and driving digital growth.
Key responsibilities include managing the investment portfolio with a focus on Third party DPMs & AIFs, performing due diligence, monitoring risks, and detailed reporting on client portfolios.
The company offers a comprehensive benefits package including best-in-class leave policy, gender-neutral parental leaves, childcare assistance, industry certifications, and comprehensive insurance.
Matching Summary
This role involves managing relationships with business partners, AMCs, and third-party product providers, ideating on product opportunities, building client-centric portfolios, and driving digital growth.
Skills & Requirements
Must-have
Manage Investment portfolio
Third party DPMs & AIFs
Relationship management with AMCs
Product due diligence
Risk monitoring
Client portfolio reporting
MIS and profitability tracking
Nice-to-have
Self-starter
Management Reporting Analysis
Continuous learning culture
Collaborative work environment
Commercial thinking
Key Requirements
10 years plus in Banking/Wealth Management/AMC
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other