Senior Financial Product Specialist- Wealth Management

The Company: We are building one of Indias first AI-first, Agentic Wealth Management Platforms and is looking to hire Senior Product specialists who will conceive and design Wealth Management products.

Candidate Profile:

At least 15 years of experience in Financial domain of which at least 5 years as Financial Product Specialist.

Should have Strong Mutual Fund ( MF)/Portfolio Management System (PMS) research capability.

Experience in affluent/retail wealth

Should be Analytical, data-driven, fluent with product knowledge.

Role Overview

This role builds the advisory and investment product engine covering MF/PMS research, asset allocation, and advisory support for affluent clients.

Key Responsibilities

1. MF & PMS Due Diligence

- Research AMCs, funds, PMS strategies, Alternates, including Invits / REITS, MLD s and Credit funds

- Maintain approved lists

- Prepare product notes

2. Asset Allocation & Advisory Framework

- Build model portfolios

- Tactical/strategic allocation

- Integrate with AI engine

3. Product Governance

- Documentation

- Reviews

- Regulatory alignment

4. RM Support

- Proposal preparation

- Portfolio reviews

Compensation:

Highly competitive with the best in the industry