Job Purpose:To assist in developing Investment products and subsequently managing & executing the operations of product management to ensure the accomplishment of business strategic goals.Key Responsibilities:
Manage relationships with providers and external data vendors for the Mutual Fund business.
Frequently liaise with Fund Managers to provide updates about Investment performance to Sales.
Engage with Fund Houses for coupons and dividends as per the timelines prescribed in factsheets.
Reconcile portfolio NAV with Allfunds, Bloomberg and Credit Functions to accurately reflect FTV positions.
Strengthen product proposition by researching new products, services and relationships for onboarding.
Manage rebalancing of Model Portfolios in collaboration with Morningstar, Allfunds and Operations.
Ensure development and update of PDD across Wealth Management products.
Streamline RPQ across products in line with the risk framework proposed by Central Bank/SCA.
Table the formal product approval document before the Investment Committee.
Design marketing campaign for Investment Products.
Manage central client communication in case of market dislocation events and margin calls.
Undertake initiatives to digitalize investment booking and redemption process.
Implementation of control & governance for wealth sales and audit management on an ongoing basis.
Participate in system enhancement projects related to Investments in coordination with IT.
Develop and implement policies & procedures for Investment business in consultation with stakeholders.
Competencies/Skills
Bachelors Degree in Business Management/ Finance/ Accounting/ Economics/ Marketing or equivalent.
MBA will be plus
Minimum 4 - 6 years in Retail Banking/ Investment products, marketing and product development.