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Investment Product expert Onsite

Aranca · Mumbai, Maharashtra, India

5–12 yrs experiencefull_timePosted 6 days ago
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Job 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 Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.