Product Head GeekMindz Solutions

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a Product Lead for its AUM products vertical. The role focuses on PMS, AIF, and GIFT City frameworks, ensuring regulatory compliance, robust product delivery, and efficient operations within a regulated investment-management environment.

You will collaborate with fund managers, research, and distribution partners, drive lifecycle governance, onboarding, and reporting, and mentor teams in a high-ownership setting.

Qualifications

• Bachelor’s or Master’s degree in Finance, Commerce, Economics, Management.
• Professional certifications (CFA, CA, FRM, NISM PMS/AIF modules) are an added advantage.
• 12–15 years of relevant experience in product, operations, and/or compliance within asset management, PMS, AIF, wealth management, or GIFT City ecosystem.

Responsibilities

• Product Management: conceptualize, structure, and launch PMS, AIF, and GIFT City FME products; prepare product notes, investor materials, and regulatory docs; track performance and conduct market benchmarking.
• Operations Management: manage day-to-day activities across PMS, AIF, and FME platforms; coordinate with custodians, brokers, RTAs, fund accountants, auditors, and compliance; ensure NAV, cash flows, settlements, and reporting accuracy.
• Compliance – Regulatory Reporting: ensure SEBI PMS/AIF and IFSCA (GIFT City) compliance; support periodic reports, audits, disclosures; maintain policies and monitoring dashboards.
• Stakeholder Management: serve as a key contact across Investments, Research, Sales, Operations, Compliance, Technology; maintain relationships with custodians, regulators, and distributors.

Skills

PMS/AIF/GIFT City regulatory

Fund operations

Regulatory reporting

Stakeholder engagement

MS Excel

PowerPoint

Education

Bachelor’s/Master’s in Finance/Commerce/Economics/Management

CFA/CA/FRM/NISM PMS/AIF modules

Tools

MS Excel

PowerPoint

Investment management systems

Job description

Role Overview:

We are seeking a motivated and detail-oriented professional to join our team in a Product Lead Role for our AUM products vertical. The ideal candidate will have strong experience working within PMS, AIF, or wealth – investment management setups and will play a critical role in ensuring seamless product delivery, regulatory compliance, efficient operational processes, and strong engagement with internal and external stakeholders.

The role is cross-functional and ideal for someone who enjoys a high-ownership environment and has the ability to navigate a regulated, fast-paced investment management ecosystem.

Key Responsibilities:

1. Product Management:

• – Assist in conceptualizing, structuring, and launching new PMS, AIF, and GIFT City FME products – strategies.
• – Support preparation of product notes, investor presentations, factsheets, and regulatory product documentation.
• – Track product performance, competitor analysis, and market benchmarks.
• – Coordinate with fund managers, research teams, and distribution partners for product-related support.
• – Maintain product life-cycle documentation, internal approvals, and product governance processes.

2. Operations Management:

• – Manage day-to-day operational activities across PMS, AIF, and FME platforms.
• – Oversee coordination with service providers including custodians, brokers, RTAs, fund accountants, auditors, administrators, and compliance consultants.
• – Ensure accuracy and timeliness of NAV, cash flows, trade settlements, reconciliations, and investor reporting.
• – Set up process for onboarding of new investors including documentation, due diligence, KYC, agreements, and operational setup.
• – Drive operational efficiency and automation initiatives in collaboration with technology teams.

3. Compliance – Regulatory Reporting:

• – Ensure adherence to regulations under SEBI PMS and AIF, and IFSCA (GIFT City) frameworks.
• – Support preparation and submission of periodic regulatory reports, audit requirements, and disclosures.
• – Maintain internal compliance records, checklists, and monitoring dashboards.
• – Assist in implementing internal control policies, compliance SOPs, investment restrictions, and risk‑management processes.
• – Coordinate with internal – external auditors during compliance and operational audits.

4. Stakeholder Management:

• – Act as a key point of contact across departments including Investments, Research, Sales, Operations, Compliance, and Technology.
• – Build and maintain strong relationships with external entities – custodians, RTAs, administrators, trustees, legal counsel, distributors, and regulators (where applicable).
• – Ensure smooth communication and proactive issue resolution with all stakeholders.

Required Skills – Competencies:

Technical Skills:

• – Strong understanding of PMS, AIF, and GIFT City regulatory frameworks.
• – Working knowledge of fund operations, investor onboarding, settlements, reconciliations, and NAV processes.
• – Familiarity with product documentation, operational workflows, and compliance reporting.
• – Proficiency in MS Excel, PowerPoint, and investment management systems preferred.

Soft Skills:

• – Excellent people-management and stakeholder-engagement abilities.
• – Strong communication and presentation skills.
• – Detail-oriented with a structured approach to problem-solving.
• – High sense of ownership, responsibility, and integrity.

Qualifications:

• – Bachelor’s or Master’s degree in Finance, Commerce, Economics, Management, or related fields.
• – Professional certifications (CFA, CA, FRM, NISM XA/XB, NISM PMS/AIF modules) are an added advantage.
• – 12 – 15 years of relevant experience in product, operations, and/or compliance within asset management, PMS, AIF, wealth management, or GIFT City ecosystem.