Investment Product Manager

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Mumbai is seeking a senior professional to lead investment products (Mutual Funds, PMS, AIFs) end-to-end. You will craft updates, maintain model portfolios, and communicate market insights across regions.

Ideal candidates bring an MBA/CA/CFA with NISM certifications, strong mutual funds knowledge, and excellent reporting and Excel skills to support internal teams and clients alike.

Qualifications

• MBA/PG with Finance focus or CFA/CA with investment products experience and NISM certs.
• Strong knowledge of mutual funds and other investments, including taxation and schemes.
• Up-to-date market and economic developments.

Responsibilities

• Lead investment products (Mutual Funds, PMS, AIFs) from ideation to execution.
• Run independent MF ranking/evaluation and maintain quarterly outputs.
• Prepare and update product factsheets on Anand Rathi platform.
• Maintain a Model Portfolio and evaluate its framework regularly.
• Interact with Fund Managers and create internal market notes.
• Scout for new ideas across MF, PMS, AIF, InvITs, and close deals.
• Create market updates, trends, and MIS for platform products.
• Engage with RMs region-wise, answer queries, and deliver product trainings.

Skills

MBA in Finance

CFA

CA

NISM Certifications

Mutual Funds knowledge

Excel skills

Report writing

Communication skills

Education

MBA (Finance)

Post Graduate MBA

CFA

CA

Tools

NISM Series V-A

NISM Series XXI-A

Job description

• Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
• Running independent MF ranking/evaluation and maintain the quarterly ranking output
• Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
• Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework time to time
• Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
• Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
• Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
• Creating all possible MIS related to products available on platform and ensure its maintenance
• Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc

Qualifications:

• Should have MBA (Finance) / Post Graduate (MBA preferably) / CFA / CA with minimum 5-8 years of relevant Investment Products experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
• Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
• Updated knowledge about the markets and economic developments
• Excellent report writing and communication skills along with proficiency in excel

In case there are any further questions feel free to contact me on [e-mail] or WhatsApp on 9819864010 for further assistance.