Product Manager - Mutual Funds

Analah Overview Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNIs) by providing personalized investment strategies.

Job Title: Product Manager - MF/AIF/PMS/Insurance

Location: Mumbai,Jaipur & Gurgaon

Number of Position: 5

Job Type: Full-Time

Key Responsibilities

• 1. Client Advisory & Portfolio Management
• Provide investment advisory to HNI and Affluent clients on mutual funds, PMS, AIF, and structured products.
• Conduct periodic portfolio reviews and recommend suitable rebalancing strategies.
• Ensure advice is suitable as per clients risk profile and investment objectives.
• 2. Business Development & Revenue Generation
• Achieve business targets for investment and third-party product revenue.
• Drive sales and relationship management teams.
• Conduct product awareness and training session to distributors.
• 3. Relationship Management
• Partner with Branch RMs and Wealth RMs to identify potential investment clients.
• Strengthen existing client relationships through continuous engagement and high-quality advice.
• 4. Compliance & Governance
• Ensure full compliance with regulatory guidelines (SEBI, AMFI, RBI) and internal policies.
• Maintain documentation and ensure complete KYC and risk profiling before product recommendations.
• Strong knowledge of mutual funds, PMS, AIF, and structured products.
• Excellent communication and client handling skills.
• Ability to train and motivate relationship teams.
• Analytical mindset with understanding of financial markets and portfolio management.
• Sound understanding of investment suitability and risk profiling.
• Qualification & Experience:
• Graduate / Postgraduate in Finance, Commerce, Economics, or MBA preferred.
• AMFI / NISM (Series V-A) certification is mandatory.
• 26 years of experience in investment advisory, wealth management, or third-party product sales with a leading bank, AMC, or wealth firm.
• Key Interactions:
• Internal: Wealth RMs, Product Team, Operations, Compliance
• External: AMCs, PMS & AIF partners, Clients & Distributors
• Role Highlights:
• Opportunity to work with a leading wealth Management Compy with a strong wealth platform.
• Exposure to diverse investment products and affluent client base.
• Performance-linked incentives and career growth in the wealth management domain.