Full Time

Job Role : Product Associate – RIA (Registered Investment Advisor)

Job Type : Full Time

Location : Mumbai

CTC Range : INR 6 -12L

Company profile : Our Client is an alpha focused asset management firm managing over ~USD 1 billion in listed Indian equities. Its a professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, frameworks and discipline

Roles and Responsibilities-

  • Understanding the products and services offered by the asset management firm.
  • Daily MIS updating & Weekly MIS updating
  • Engaging with partners and Webinars & Query Resolving.
  • Rebalancing & Verification Revenue.
  • Client Tracking and RIA Regulations.
  • Developing product strategies, brochures, and other marketing materials with the internal and external stakeholders to meet customer’s need.
  • Maintaining a client master sheet for tracking business growth and for audit purposes.
  • Planning product launches, webinars, events with the Marketing and Designing team.
  • Preparation of Monthly Communication/Factsheets for the invested clients. Maintain accurate and complete product-related information.
  • Assisting Portfolio Managers, with the rebalance process and maintain attribution data of all the portfolios.
  • Work with operations, investment, finance, and compliance team to ensure development and delivery of services within allotted timeline.


  • Master’s degree or MBA in Finance/Marketing/Business
  • NISM X-A, NISM X-B certification
  • 1-2 years of work experience in the Product Management or Marketing Department as a Product Associate or a similar role.
  • Good verbal and written communication skills.
  • Proficient in Microsoft Office tools.
  • Excellent business management and people skills.
  • Ability to work under pressure in a fast-paced environment.
  • Ability to work collaboratively.

Job Features

Job Category

Investment Advisor

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