Job Description

We are Hiring a Product Manager who is responsible for ideation, scoping and end-to-end delivery for digital systems for wealth products. Define product life cycle for RM/client/partners. Focus on customer centric & RM-centric process journey. Articulate the requirement with technology team (BRS) to get the process and platform developed, ensuring UAT & production movement.

Responsibilities:

• Design the process and system
• Ensuring process adoption & regular audit
• Interaction with Senior Management
• Project Management
• Articulation of process requirements high-tech/Sales/Ops/Compliance/Legal etc
• Identify Gaps in existing process by connecting with various stake holders & bring solution, UAT & Production movement
• Continuous effort to make process more efficient & achieving scale by adopting STP & digitisation

Requirements:

• With 2 to 5 years of experience.
• 3 to 5 years (Should have experience in any CRM tool like ZOHO, Microsoft Dynamics, Salesforce etc)
• Fair knowledge of Customer life cycle, Onboarding, and Customer Servicing (QRC), Trade settlement
• Process design & and implementation
• Strong Data & Process Analytics
• Good Interpersonal Skills, Comfortable with Excel & formulas
• Fair English writing skills & content communication for email
• Multi-Tasking & handling deadlines
• Requirement related to backend system for setting up sales process systems
• Promote process launch with help of marketing team
• Connect with business team & understand the process gaps.
• Understanding Requirement, status update.
• Graduate with MBA preferred