Senior Financial Product Specialist- Wealth Management

The Company:We are building one of India’s first AI-first, Agentic Wealth Management Platforms and is looking to hireSenior Product specialistswho willconceive and design Wealth Management products.Candidate Profile: At least 15 years of experience in Financial domain of which at least5 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 notes2.Asset Allocation & Advisory Framework - Build model portfolios - Tactical/strategic allocation - Integrate with AI engine3. Product Governance - Documentation - Reviews - Regulatory alignment4. RM Support - Proposal preparation - Portfolio reviewsCompensation: Highly competitive with the best in the industry

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