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Officer,Mutual FundsProduct Manager - Global Wealth Management  [25/01/2010]
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Job Description

Mutual Funds Product Manager

  • Responsible primarily for managing key product functions including Mutual Funds and Portfolio Management Schemes, which form a sizeable portion of the wealth management AUM and revenue

    Investment Management and Guidance

  • Responsible for Fund House due diligence and approvals, product selection and continuous monitoring of scheme performance and portfolios
  • Carry out mutual fund evaluation for new schemes as well as ensure continuous review of existing recommendations

    Business Development

  • Launch various MF and PMS products across asset classes, based on House view
  • Devise product strategies across Equity, Fixed Income and other asset classes based on Research View, Fund Manager interactions and Market Information
  • Publish client approved material around the recommended products / strategies
  • Develop and maintain models for investment allocation
  • Work closely with Financial Advisors to identify opportunities and gaps in the product offerings
  • Provide product and investment strategy-related inputs in select client meetings

    MIS, Training and Strategy

  • Maintain a regular internal communication strategy with Financial Advisors, to update them on latest developments and ensure top-of-the mind recall for recommended investment ideas
  • Maintain MIS to enable proactive recommendations and also to track the acceptance and penetration of investment ideas across Financial Advisors
  • Conduct trainings for Financial Advisors across the country on various investment strategies
  • Arrange regular interaction with Fund Managers and Portfolio Managers across the industry


  • Job Type:
    Permanent

    Location:
    Denmark – Viborg County

    Salary:
    [n/a]

    Date available:
    now

    Experience Skills:
    Qualified

    Company:
    Bank of America Corporation Inc

    Company Description:
    [n/a]

    Company Website:
    [n/a]

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