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Head (Product, Investment & Research

Head (Product, Investment & Research

State Bank of IndiaRepublic Of India, IN
7 hours ago
Job description

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
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    Head Product • Republic Of India, IN

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