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