Manager - Retail, Distribution (Maharashtra)

PM
- Mutual Fund Product Specialist Role Purpose Anchor the core AUM engine by driving mutual fund growth through portfolio construction, product positioning, and enabling effective client engagement across channels. Key Responsibilities
- Design and manage model portfolios (SIP & Lumpsum) aligned to different investor segments and market conditions
- Partner with Relationship Managers (RMs) through training sessions, product updates, and market communication to drive mutual fund adoption
- Lead the planning and execution of NFOs and thematic investment strategies
- Monitor portfolio performance, investor behaviour, and recommend churn/rebalancing strategies
- Simplify complex investment concepts into clear, client-friendly messaging and communication materials
- Develop product notes, market insights, and investment decks to support sales and advisory teams
- Track industry trends, fund performance, and competitive positioning to refine product strategies Qualifications & Experience
- 2s 5 years of experience in mutual fund research, product management, or distribution
- Strong understanding of mutual fund products, asset allocation, and market dynamics
- Experience in working with sales/RM teams and supporting client engagement Key Skills
- Portfolio construction and analytical skills
- Strong communication and storytelling ability
- Stakeholder management and collaboration
- Market awareness and investment insight generation
- Ability to simplify complex financial concepts for clients
- Experience with AMCs, wealth management firms, broking platforms
- Certifications such as NISM (Mutual Funds) preferred PM
- Mutual Fund Product Specialist Role Purpose Anchor the core AUM engine by driving mutual fund growth through portfolio construction, product positioning, and enabling effective client engagement across channels. Key Responsibilities
- Design and manage model portfolios (SIP & Lumpsum) aligned to different investor segments and market conditions
- Partner with Relationship Managers (RMs) through training sessions, product updates, and market communication to drive mutual fund adoption
- Lead the planning and execution of NFOs and thematic investment strategies
- Monitor portfolio performance, investor behaviour, and recommend churn/rebalancing strategies
- Simplify complex investment concepts into clear, client-friendly messaging and communication materials
- Develop product notes, market insights, and investment decks to support sales and advisory teams
- Track industry trends, fund performance, and competitive positioning to refine product strategies Qualifications & Experience
- 2s 5 years of experience in mutual fund research, product management, or distribution
- Strong understanding of mutual fund products, asset allocation, and market dynamics
- Experience in working with sales/RM teams and supporting client engagement Key Skills
- Portfolio construction and analytical skills
- Solid communication and storytelling ability
- Stakeholder management and collaboration
- Market awareness and investment insight generation
- Ability to simplify complex financial concepts for clients
- Experience with AMCs, wealth management firms, broking platforms
- Certifications such as NISM (Mutual Funds) preferred Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying. Apply on Kit Job: kitjob.in/job/4lso73