Client-Facing Product & Solutions Specialist, VP

(do not use) Mumbai Nirlon Knowledge Pk B1

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hirly's read of this role

Seniority: Executive
Country: IN
Work mode: On-site / unstated
First seen by hirly: 8 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Job Description:

Job Title: Client-Facing Product & Solutions Specialist, VP

Location: Mumbai, India

Role Description

Managing all the investment advisory mandates across India
Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above

Your key responsibilities

Lead all product enhancements to improve overall product offering on an ongoing basis
To make a monthly newsletter entailing house view/s on all asset classes.
Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.
Provide updates and recommendations on investment portfolios
Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
Manage ad hoc clients’ investment enquiries
Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office

Your skills and experience

Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must
Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred
Relevant local licenses and qualifications mandatory
Good understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India
Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business
Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skills

How we’ll support you

Training and development to help you excel in your career
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Original posting on Db's site ↗

Listed on hirly, a job board. hirly is not the employer: Db is hiring for this role.

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