🚀 Senior Product Manager – Investment Products

📍 Location: Mumbai

💼 Type: Full-time

💰 CTC: ₹10–20 LPA

🕒 Experience: 6–10 years (Wealth Management, Asset Management, or Investment Product Development)

🧭 Role Overview

As a Senior Product Manager – Investment Products, you'll own the end-to-end lifecycle of investment offerings—right from ideation and due diligence to launch, performance monitoring, and ongoing review. You’ll lead strategic product development initiatives, align offerings with market trends and client needs, and serve as a key bridge between internal teams and external partners such as AMCs, PMS, and AIF providers. A strong mix of financial market acumen, investment advisory capability, and product strategy skills is essential.

✅ Key Responsibilities

📈 Market Analysis & Investment Insights

Track key macroeconomic and market indicators (equity, debt, and alternatives).
Prepare investment commentaries and reports for internal and client use.

💡 Product Development & Lifecycle Management

Lead new investment product development aligned with market trends and client profiles.
Partner with sales, marketing, and ops to ensure successful rollout and positioning.
Negotiate commercial terms with third-party asset managers (AMC, PMS, AIF).

👥 Advisory & Sales Support

Provide investment advice tailored to client objectives, risk appetite, and financial goals.
Co-create and support client-specific portfolio strategies with the sales team.

📚 Training & Internal Enablement

Conduct training sessions on market developments, products, and advisory frameworks.
Serve as a go-to internal expert for investment strategy and product-related queries.

✅ Risk & Compliance

Ensure adherence to SEBI regulations, firm policy, and ethical standards in all product and advisory processes.
Assist the sales team in maintaining compliant practices in client engagements.

🎓 Educational & Certification Requirements

Graduation in any discipline (MBA / CFP / CFA preferred).
Mandatory Certifications: NISM VA and NISM XXI-A.
Experience: 6 to 10 years in Wealth Management, Asset Management, or Investment Product Development.
Strong understanding of investment products, financial markets, and client-centric wealth solutions.
Experience in product negotiations, investment structuring, and vendor management.

Preferred Skills:

• Analytical & Research Skills: Ability to analyse macroeconomic trends, market movements, and investment strategies.

• Communication & Presentation Skills: Ability to prepare investment commentaries, product insights, and internal reports.

• Technical Proficiency: Proficiency in financial analysis tools, Microsoft Office Suite (Excel, PowerPoint)

Product Manager (Non-Tech) – Investment Products (MF, AIF, PMS) at InCred Premier - PM Job Opening