Product Manager - Investments

ROLE & RESPONSIBILITIES: Job Description · Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook · Running independent MF ranking/evaluation and maintain the quarterly ranking output · Prepare and maintain product updates and factsheets for all products on Anand Rathi platform · Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework on time to time · Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation · Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end · Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook · Creating all possible MIS related to products available on platform and ensure its maintenance · Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc Qualifications: · Investment Products, Advisory and Research experience of minimum 4years · Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc · Updated knowledge about the markets and economic developments · Excellent report writing and communication skills along with proficiency inexcel · Should have CFA / MBA (Finance) / Post Graduate (MBA preferably) CA with minimum 5-8 years of relevant experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies Kindly share applications on or WhatsApp on 9819864010 for further process.

Created: 2025-07-26