Product & Marketing (Asset Management) (Mumbai)

Job Description

Equirus Wealth Private LimitedJob DescriptionAbout EquirusAbout EquirusEquirus is a leading midmarket investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit Equirus Asset Management: Established in 2016, manages client portfolios with a team of seasoned professionals bringing 50 years of combined experience. Equirus boasts of a solid team with wide and varied experience, employing a non-model portfolio approach focusing on 25 high-conviction ideas which are witnessing earnings growth typically 1.5x-2x of nominal GDP growth at reasonable valuations. Flagship scheme Equirus Long horizon has delivered alpha over benchmark over long term and medium term. We offer small-cap and multi-cap strategies through PMS, start-up investing through our CAT-1 AIF, and have now launched the Equirus Long Horizon Offshore Investments Fund, which is live and available for investments by Non-Resident Indians (NRIs) and foreign investors. For more details you can visit us at https://www.equiruswealth.com/Position / Role TitleProduct & MarketingThis role reports to the Chief Business OfficerJob descriptionRoles and Responsibilities: Product Strategy & Development- Define the product roadmap and positioning in alignment with the overall business strategy.- Lead the end-to-end new product development process, including ideation, feasibility assessment, internal alignment, SEBI filing, and product launch.- Identify gaps and opportunities in the product suite based on evolving investor preferences, competition, and market environment.Product Management- Own the performance monitoring and lifecycle management of existing products.- Review and optimize product pricing in line with market trends and investor expectations.- Conduct periodic product rationalization reviews to ensure relevance and profitability.Market & Competitor Analysis- Conduct detailed analysis of the market, investor behavior, competitor offerings, and regulatory developments.- Generate insights to inform product development, positioning, and marketing strategies.Cross-Functional Collaboration- Work closely with investment teams to ensure product design aligns with investment capabilities.- Liaise with compliance and legal teams to ensure adherence to regulatory requirements.- Coordinate with marketing and sales for effective go-to-market strategies and product messaging.Marketing & Sales Enablement- Develop product communication strategies, including positioning, content creation, and campaign planning.- Enable sales through tools, product decks, training sessions, FAQs, and client presentations.- Ensure accurate and timely updates across all investor touchpoints including websites, factsheets, and disclosure.Regulatory & Compliance- Ensure all product documents, communications, and features meet SEBI and internal compliance standards.- Regularly update product materials in line with regulatory changes or business updates.Regulatory & Compliance- Ensure all product documents, communications, and features meet SEBI and internal compliance standards.- Regularly update product materials in line with regulatory changes or business updates.LocationMumbaiRole Requirement - MBA or equivalent qualification.- 815 years of experience in product role within the PMS / AIF / Mutual Fund industry.- Proficient in data analysis and presentation tools (Excel, PowerPoint, etc.).- Strong interpersonal and stakeholder management skills.- Ability to work in a fast-paced, cross-functional environment.NISM XXI A PMS distributors certified -About the Job:Salary: NegotiableCompany: EquirusRole : Product & Marketing (Asset Management)Category: Asset ManagementLocation: Mumbai, India, AsiaEmployment Type: Full time Equirus Wealth Private LimitedJob DescriptionAbout EquirusAbout EquirusEquirus is a leading midmarket investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit Equirus Asset Management: Established in 2016, manages client portfolios with a team of seasoned professionals bringing 50 years of combined experience. Equirus boasts of a solid team with wide and varied experience, employing a non-model portfolio approach focusing on 25 high-conviction ideas which are witnessing earnings growth typically 1.5x-2x of nominal GDP growth at reasonable valuations. Flagship scheme Equirus Long horizon has delivered alpha over benchmark over long term and medium term. We offer small-cap and multi-cap strategies through PMS, start-up investing through our CAT-1 AIF, and have now launched the Equirus Long Horizon Offshore Investments Fund, which is live and av

Keyskills :
Product ManagementData AnalysisStakeholder ManagementProduct StrategyDevelopmentMarketCompetitor AnalysisCrossFunctional CollaborationMarketingSales Enablement