Bhavya Shah

Product Manager

Mumbai, Maharashtra, India4 yrs 5 mos experience

Key Highlights

Experienced in product strategy and portfolio management.
Strong background in investment research and market analysis.
Proven track record in regulatory compliance and product development.

Stackforce AI infers this person is a Product Manager in the Fintech industry with a focus on investment products.

Contact

Skills

Core Skills

Product StrategyPortfolio ManagementProduct ManagementInvestment Research

Other Skills

Market ResearchProduct DevelopmentProduct CommunicationProduct PerformanceRegulatory ComplianceCollaborationCustomer NeedsProduct FeaturesProduct PositioningSales CommunicationRegulatory ReportingMarket AnalysisClient Relationship ManagementResearch ReportsPortfolio Analysis

About

Experienced product manager with a demonstrated history of working in financial service industry. Skilled in investment research, portfolio management, strategic planning and problem solving. Strong finance professional graduated from IES MCRC, Mumbai.

Experience

Tata mutual fund

Manager - Products

Nov 2024 – Present · 1 yr 4 mos · Mumbai, Maharashtra, India

Roles and Responsibilities :
1) Product Strategy and Planning :
Develop and execute product strategies, plan and roadmaps for mutual fund offerings.
2) Market Research and Analysis :
Conduct market research to identify new product opportunities, analyze competitor offerings, and stay up to date on industry trends.
3) Product Development :
Work with marketing, design, and other teams to develop new products and features.
4) Product Communication :
Create and maintin marketing materials, corporate product information to investors and partners, and provide training on product features.
5) Product Performance :
Monitor product performance, track AUM movement, and report on key market trends.
6) Regulatory Compliance :
Ensure products comply with regulatory requirements and maintain documentation accordingly.
7) Collaboration and Communication :
Collaborate with various internal teams (investment, sales, marketing, compliance) and external partners to achive product goals.
8) Customer Needs :
Deeply understand customer needs and translate them into clear and actionable product features and developments.

Product StrategyMarket ResearchProduct DevelopmentProduct CommunicationProduct PerformanceRegulatory Compliance+3

Abakkus asset manager private limited

Assistant Manager - Investment Products

Nov 2023 – Nov 2024 · 1 yr · Mumbai, Maharashtra, India

Reporting Manager : Mr. Sunil Singhania (Founder & CIO)
Roles and Responsibilities :
1) Responsible for all aspects of products w.r.t features, positioning, sales pitch for existing as well as new products.
2) Interacting with internal and external channel partners for product communication and maintaining a good relationship.
3) Preparing factsheet, quarterly reports basis regulatory requirement, creatives, one pager, product & market outlook presentations, due diligence report.
4) Working with senior management team on ad hoc projects.
5) Tracking new products in the market and updates on existing competitors – product and proactively identifying the opportunities to position/launch products to suit the investor’s need.
6) Working with operations, investment, finance, and compliance team to ensure development and delivery of services within allotted timeline.
7) Planning product launches, webinars, events with the internal and external teams.
8) Maintaining a client master sheet for tracking business growth

Product FeaturesProduct PositioningSales CommunicationRegulatory ReportingMarket AnalysisClient Relationship Management+2

Motilal oswal financial services ltd

Assistant Manager - Investment Products - Research and Advisory

Oct 2021 – Nov 2023 · 2 yrs 1 mo · Mumbai, Maharashtra, India

Roles and Responsibilities :
1) Responsible for preparing various research based customer friendly advisory reports for Mutual Funds to increase awareness and share updates about these products to scale up the business.
2) Analysis and restructuring of clients / prospects existing portfolio and providing the detailed report. Building investment proposals for prospects, clients based on the various measures to meet their desired goals based on risk profiling parameters.
3) Mutual Fund Research - Conducting in depth research on our recommended funds. Developing new insights. Preparing analysis report as required to resolve queries in relation to mutual fund investments.
4) Mutual Fund Product Communication - Launching of nfos on motilal oswal platform. Moderating calls with fund managers, national sales head, national product head etc. for internal sales team and partners.
5) Preparing advisory friendly article / snippets pertaining to mutual funds positioning them in current market scenario to share pitching points with internal team and partners.
6) Well versed with microsoft powerpoint and excel formulas to be used in building automated excel models for reports. Well versed with softwares like ace mf and ngen markets for extracting data.

Research ReportsPortfolio AnalysisMutual Fund ResearchProduct CommunicationData AnalysisInvestment Research+1