Financial Product Specialist

About the job

The Company : We are building one of India’s 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.

Requirements

• Financial product research
• Wealth management
• Asset allocation
• PMS research
• Analytical skills

Qualifications

• At least 15 years of experience in Financial domain
• At least 5 years as Financial Product Specialist

Preferred Technologies

• Financial product research
• Wealth management
• Asset allocation
• PMS research
• Analytical skills

About the company

We are building one of India’s first AI-first, Agentic Wealth Management Platforms.