Real Estate Specialist - Wealth - Pune - Baner

Job Purpose
The purpose of the job is to be responsible for managing the product lifecycle for our fee based and/ or third party products and Privately Managed Portfolios. Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements. Monitor program sales and profitability against targets and adjust approach when necessary. Provide monthly review/insights of product sales, assets and profitability.
Tie-up and Product Management:
1. Tie-up with third-party product providers, mutual funds, insurance companies, and Alternate Investment funds, etc.
2. Management of our discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including: Mutual Funds, PE Funds, Insurance, PMS, and overseas product basket.
3. Development of long-term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation, and operational improvements.
4. Determine ongoing product evolution/development priorities.
5.Develop business cases for new products or product enhancements.
6. Develop and implement pricing strategies.
7.Manage key enterprise stakeholder relationships and product advisory groups.
8.Ensure that the product management function is audit-ready.
Performance Monitoring and Analysis:
9.Monitor program sales and profitability against targets and adjust the approach when necessary.
10.Provide monthly review/insights of product sales, assets, and profitability.
11.Conduct market research and competitive analysis to identify trends, opportunities, and gaps in the wealth management product landscape.
Support and Collaboration:
12.Researching market trends and assisting with the development of investment plans in collaboration with the wealth manager.
13. Providing support on products and services to the wealth manager and our clients.
14. Resolving the issues and concerns of clients with input from the wealth manager.
15. Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
Qualification - Graduate