Head Third Party Products

Hi,

We are looking for Head -Third Party Products for Mumbai Location, Interested candidate can share the updated resume on [email protected]

Company Name : Shriram Financial Services (Formerly Known as Way2Wealth)

Location : Andheri

Experience : 7 to 11 years

Job Title Head Third Party Products

Role Responsibilities

Driving Mutual Fund advisory, client engagement, investment research, and business development to enhance and retain MF AUM.

Job Description

• Build and manage relationships with HNI, UHNI, retail, and corporate clients by providing expert Mutual Fund advisory, driving client acquisition, retention, and AUM growth.

• Be accountable for achieving the annual AUM growth targets and other business objectives set by the management.

• Provide personalized investment advisory based on clients financial goals, risk profile, and market outlook.

• Conduct Mutual Fund research, market analysis, and portfolio reviews to recommend suitable investment strategies and asset allocation.

• Monitor client portfolios and recommend timely portfolio rebalancing to optimize investment performance.

• Identify cross-selling opportunities across investment products, including PMS, AIFs, Bonds, Fixed Income, and Insurance.

• Prepare investment proposals, portfolio review reports, and client presentations.

• Collaborate with Sales, Research, Operations, and Product teams to ensure superior client service and execution.

• Ensure compliance with SEBI, AMFI, and internal regulatory guidelines. • Monitor business performance, client satisfaction, and achievement of AUM growth targets. Professional Background

• 610 years of experience having strong knowledge of Mutual Funds, financial markets, and investment products.

• Proven track record of managing and growing Mutual Fund AUM.

• Excellent client relationship management and communication skills.

• Strong analytical and research capabilities.

• Ability to interpret market data and provide actionable investment recommendations.

• Business development mindset with strong commercial acumen.

• Proficiency in MS Excel and investment/portfolio management tools.