Investment Product expert - Onsite
Aranca · Mumbai
Source and collection record
Last observed by our collector: . This is not a manual review or a confirmation from the employer.
Employer requisition: IRA#467
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Collected role description
Job Profile Key Responsibilities: • Create and update investment product marketing materials for sales and relationship managers using PowerPoint, mainly covering structured products, investment funds, and alternative investments. • Lead the end-to-end process of creating client-ready marketing materials for investment products. • Create client-ready marketing materials for in-focus investment products across established platforms, including Weekly Top Convictions, Market Outlook product offerings, and Structured Products booklets • Contribute to Market Outlook campaigns by distilling complex research and product information into clear, concise, and client-friendly marketing materials • Ensure content quality through editing and proofreading and publish it across various distribution channels using our content management tools. • Maintain and update investment product-related content and marketing materials. • Perform data analytics tasks and automate processes along the Content Value Chain. SKILLS REQUIREMENTS OF THE POSITION Personal and Social • Client-centric approach for all deliverables • Actively taking ownership/responsibility and passion to come up with new things to drive investment product sales • Positive attitude, flexible, and adaptable • Attention to detail and high-quality standards • Independent worker with excellent communication and coordination skills • Highly motivated with strong interpersonal skills Professional and Technical • Minimum 5 years of experience in the financial products industry with a strong understanding of financial markets • In-depth knowledge of investment products, including structured products, investment funds, and alternative investments, with a strong focus on structured products Solid understanding of investment product performance and working knowledge of derivatives, particularly to interpret structured product pay-offs • Hands-on experience with Bloomberg and Morningstar Direct, with the ability to source, analyse, and interpret data for investment content development • Proven ability to create high-quality, client-ready investment product marketing materials, particularly in presentation (PowerPoint) format • Strong capability to translate complex research material into clear, concise, and impactful marketing content (e.g., Market Outlook campaigns or similar initiatives) • Excellent English skills with strong writing, editing, and communication capabilities • Project management experience, with the ability to manage multiple deliverables across content platforms • Degree in Finance or a related field • Proficiency in Microsoft Office (PowerPoint, Excel, Word, SharePoint); familiarity with content management systems and marketing automation tools • Familiarity with regulatory requirements and adherence to internal compliance standards
Collected experience requirement
5+ years