Careers

Job description -

Key Responsibilities -

• Drive the tie-ups and integration of new financial products, ensuring they align with market trends and client needs
• Collaborate with product, marketing, and sales teams to develop product strategies and go-to-market plans
• Conduct regular market research and competitor analysis to identify opportunities for product innovation

• Monitor relevant regulations and policies, ensuring product offerings comply with all legal and regulatory requirements (e.g., SEBI, AMFI etc)
• Develop and implement compliance frameworks and guidelines for product development and lifecycle management
• Conduct compliance risk assessments and audits on products and processes, ensuring adherence to internal and external guidelines

• Plan and present financial plans for individuals and corporates based on risk profile and financial goals

• Develop and maintain policies related to product compliance and operations
• Provide training and guidance to cross-functional teams on regulatory requirements and compliance best practices
• Serve as a compliance point of contact for all product-related queries and training

• Maintain accurate and comprehensive records for all product development and compliance-related processes
• Prepare detailed reports for audits, regulatory submissions, and senior management
• Ensure all documentation meets internal and regulatory standards

Qualifications -

• Bachelor's degree in finance, law, business administration, or a related field. A Master’s degree or relevant certifications (e.g., CFA, CPA) is preferred

• 5+ years of experience in product management, compliance, financial planning in financial services, ideally within wealth management or investment management

• Strong understanding of financial products, investment vehicles, and regulatory frameworks

• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal skills, with the ability to work collaboratively
• Proficiency in compliance management tools, risk assessment software, and Microsoft Office Suite

Key Competencies -

• Precision in assessing compliance requirements and integrate regulatory-compliant products

• Ability to foresee regulatory trends and adapt product strategies accordingly

• Comfort with shifting regulatory environments and new compliance requirements

• Works effectively with cross-functional teams to align product and compliance objectives

Job Details -

• Full-time

• ` 25,000.00 - ` 107,718.07 per month

• Health insurance
• Leave encashment
• Paid sick time
• Paid time off
• Provident Fund

• Day shift
• Morning shift

• Performance bonus

• Total Work: 5 years (Required)

• Mumbai
• Speak with the employer +91 8850592881

• On page & Off page SEO optimization.
• Social media optimization.
• Google Analytics and Webmaster.
• Keywords Research.
• Blogs Submission.
• Competitor Analysis.
• Content writing.

• Candidates with minimum 2 years of relevant experiencein API, MySQL, Core PHP, AJAX, CSS may apply
• Write clean, well designed code
• Troubleshoot, test and maintain the core product software and databases to ensure smooth functionality
• Demonstrable knowledge of web technologies including HTML, CSS, Javascript, AJAX etc
• Good knowledge of MySQL
• Experience in integrating third-party APIs
• Passion for best design & coding practices
• Desire to develop new bold ideas

• Client acquisition, Engagement and Servicing
• To act as a Preferred Financial consultant and provide an Expert Services to clientele with respect to their investible funds
• He / She will be responsible for targeting and acquiring retail clientele at the branch
• Target based and revenue driven Relationship Management practice
• NISM certification is a must

• You will be responsible for aquisition and servicing of HNI / Super HNI clients
• You will be responsible for the sales of you and your team. Sales products include: Online / Offline Share Trading accounts, Online / Offline Mutual Funds Investments accounts, Insurance, Loans
• You must be able to analyse and manage portfolios of clients. Achieving a higher share of wallet to increase revenues will be important
• You must be NISM certified. IRDA certification will be added advantage
• You must have strong command over English Language and leadership qualities to manage a sizable team. You will be responsible for strategising and implementing marketing initiatives

• Relationship Management Skills will be an added advantage
• NCFM certification - Dealers Module / Derivatives Module is a must
• Sound Communication skills. Fluent English and Hindi
• You will also be responsible for client acquisition and servicing
• Knowledge / Experience of Mutual Funds, Insurance and other Financial products will be an added advantage