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Product Specialist

Ladderup Wealth Management Private Limited
Inline with the market
Closing date
Jul 4, 2024
  1. Analysing complete spectrum of the financial product:
  2. Calculating the returns of various asset classes and the scheme at a set frequency
  3. Evaluating the product basket based on parameters like standard deviation, beta, rolling returns, sharpe ratio, etc
  4. Explaining the products to various wealth managers and resolving their queries if any
  5. Keep abreast of various regulatory and the policy changes, market trends, revenues offered, etc 
  6. Preparing product presentations:
  7. Updating various marketing and presentation literatures
  8. Preparing client specific presentations based on the feedback of the wealth managers
  9. Recommend products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
  10. Market or product Research and Analytics
  11. Research, investigate and regularly update regarding the available investment opportunities / financial market trends to determine whether they fit into client portfolios
  12. Liaison with various third party product providers
  13. Conducting due diligence of new and existing products
  14. Assisting the wealth managers to ensure prompt servicing and updates to the clients:
  15. Preparing the Investment Policy Statement (IPS) for the new clients coming on board and updating the same for existing clients
  16. Undertake complete portfolio analysis and need based analysis of HNI, Ultra HNI and corporate clients.
  17. Coordinate with wealth managers to understand the client requirements and taking investment decisions for the clients
  18. Recommend strategies that clients can use to achieve their financial objectives
  19. Provide various Investment performance reports and summaries to the clients
  20. Ensure ongoing self-development.

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