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.