Description
We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind.
Responsible for research and coverage of high-end investment products, this role ensures the firm maintains a live universe of curated investment ideas, supported by data, rationales, and manager intelligence.
Key Responsibilities:
- Track new product launches across MF, PMS, AIFs, Structured Products.
- Build and maintain a central repository of data, research, and collaterals.
- Liaise with asset managers to form house views and provide inputs for product whitelisting.
- Develop rationales for product approvals to the Investment Committee.
- Maintain active touchpoints with fund managers, recording insights and updates.
- Support Wealth Partners with product intelligence and joint calls.
Candidate Requirements:
- 2-8 years in wealth/product research.
- Strong analytical and financial writing skills.
- Understanding of PMS, AIF, and structured products.
- Relationship management capability with AMCs/fund houses.
- 2-8 years in wealth/product teams at private banks or AMCs