Head (Product, Investment & Research

Educational Qualification (as on 01.05.2025) :

Mandatory :

Graduate / Postgraduate from a Government recognized University / Institution or reputed college.

Preferred :

CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 21-A) certifications.

Experience (as on 01.05.2025) :

Essential :

Minimum

15 years of relevant experience

in financial services, investment advisory, product development, and private banking.

Out of which,

at least 8 years in Wealth Management

Preferred :

Expertise in equity, PMS, AIF, and mutual funds.

Proven experience in product structuring and development for high-net-worth clients.

Leadership experience managing investment professionals at a national level.

Strong understanding of market analytics, macroeconomic trends, and investment research.

Key Responsibilities :

Strategic Leadership :

Define and enhance the

Wealth Management value proposition

and product strategy.

Investment & Research Oversight :

Lead research and investment teams to deliver

high-quality market insights and research reports

Product Development :

Drive

innovation and benchmarking

in wealth management products across asset classes.

Collaboration & Integration :

Liaise with internal stakeholders and external partners to implement

technology-driven solutions

for client portfolios.

Compliance & Governance :

Ensure regulatory compliance (SEBI / IRDA), product due diligence, and continuous capability building through knowledge-sharing initiatives.

Performance Management :

Regularly review product performance, portfolio analytics, and client value creation metrics.

Core Competencies :

Strategic and analytical thinking

Strong leadership and people management skills

Expertise in capital markets and wealth products

Client-centric approach with a focus on innovation and compliance