Head (Product, Investment & Research
ConfidentialMumbai, India20 hours ago
Job descriptionEssential : 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. 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. 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
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) :
Key Responsibilities :
Core Competencies :
Skills Required
Investment Research, Mutual Funds, Wealth Management, product structuring, Market Analytics, Aif
Create a job alert for this search
Head Product • Mumbai, India
Related jobs
![[15h Left] Head (Product, Investment & Research](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=State%20Bank%20of%20India)
- Promoted
Head of Sales- APAC
EtiyaMumbai, IN We are a community of innovators, dreamers, and doers.We welcome like-minded teamplayers to #ExceedEveryday with us!.We are a global software company with more than 1600 employees in 3 continents, ...Show moreLast updated: 3 days ago
- Promoted
Head of Research
Valorem Advisorsmumbai, maharashtra, in This job is based out of Mumbai, India - only current residents of Mumbai apply for this position.Investor Relations is the fastest growing financial markets field and Valorem Advisors is a leader ...Show moreLast updated: 30+ days ago
- Promoted
Systematix Group - Head - Equity Research
Systematix GroupMumbai, India Research Head (Buy Side) Location : BKC.Mumbai Business : Asset Management About the Company : Systematix Group is ...Show moreLast updated: 25 days ago
- Promoted
Head (Product, Investment & Research
State Bank of Indiamumbai, maharashtra, in Educational Qualification (as on 01.Graduate / Postgraduate from a Government recognized University / Institution or reputed college.
CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 2...Show moreLast updated: 1 day ago
- Promoted
Head of Sales
AviateKalyan-Dombivli, IN At Humantic AI, our mission is to humanize the internet.Our product is at the cutting-edge of AI, Psychology and large-scale data.
We believe that we have an opportunity (and even a responsibility) ...Show moreLast updated: 30+ days ago
- Promoted
Product & Research
EquirusMumbai, Maharashtra, India CA / CFA Charter holder / MBA from a reputed Institute.Wealth management / Asset management / Research Macro Analysis domain.
Institutionalizing the Advisory framework - identifying global macro trends and ...Show moreLast updated: 3 days ago
- Promoted
Head of Product
EC-CouncilMumbai, Maharashtra, India Job Title – Product Head Cyber Security.EC-Council is the world’s largest cyber security technical certification body.We operate in 145 countries globally and we are the owner and developer of vari...Show moreLast updated: 15 days ago
- Promoted
Portfolio Manager
EquirusMumbai, Maharashtra, India MBA (Finance), CA, CFA, or equivalent professional qualifications.Prior leadership experience in PCG / Wealth Management / Direct Equity Advisory is strongly preferred.
Lead the Direct Equities desk, ov...Show moreLast updated: 26 days ago
- Promoted
Head of New Product Development (NPD)
Blue Signal SearchMumbai, IN Head of New Product Development (NPD).Nationwide (Remote – with up to 50% international travel).Fluency in English is essential for collaboration across our global teams.
Aesthetic Medicine, Consume...Show moreLast updated: 30+ days ago
- Promoted
Head (Institution Development)
Right Advisors Private LimitedMumbai, Maharashtra, India Head - Institutions Development.Education : MBA from a premier institute (IIM / ISB or equivalent).Background in economics / public policy is an added advantage.
Market Access within healthcare / pharma.Ex...Show moreLast updated: 4 days ago
- Promoted
Head of Research (Urgent Search)
Valorem AdvisorsMumbai, Maharashtra, India This job is based out of Mumbai, India - only current residents of Mumbai apply for this position.Investor Relations is the fastest growing financial markets field and Valorem Advisors is a leader ...Show moreLast updated: 30+ days ago
- Promoted
Bigul - Head - Equity Research
Bigul.coMumbai, India Recommendations and Analysis : - Generate timely and accurate investment recommendations, stocks, sectors, and ideas that...Show moreLast updated: 25 days ago
- Promoted
Regional Head - Stock Broking & Investment Products, B2B IFA, FPA
ConfidentialMumbai Achieve given AUM and Revenue targets.Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Ch...Show moreLast updated: 30+ days ago
- Promoted
Head / VP / AVP - Products - Mutual Funds
Vitasta Consulting Pvt Ltd - Human resource consultingMumbai, India About the Role : - This is a senior leadership position responsible for shaping, launching, and managing investment products (mutual funds, PMS / AIF) across equity and debt.You&a...Show moreLast updated: 30+ days ago
- Promoted
Head Of New Product Development
Blue Signal SearchDombivli, Republic Of India, IN Head of New Product Development (NPD).Nationwide (Remote – with up to 50% international travel).Fluency in English is essential for collaboration across our global teams.
Aesthetic Medicine, Consume...Show moreLast updated: 19 days ago
- Promoted
Product & Research
Equirus Family OfficeMumbai, Maharashtra, India CA / CFA Charter holder / MBA from a reputed Institute.Wealth management / Asset management / Research Macro Analysis domain.
Institutionalizing the Advisory framework - identifying global macro trends and ...Show moreLast updated: 3 days ago
- Promoted
- New!
Head of Product – SaaS / Fintech / Social Giving / Fund Raising
Infogainthane, maharashtra, in An Ideal person will be an individual who has led product line with customer growth accountability, A / B testing, funnel instrumentation, behavioural metrics, product analytics frameworks, AI-assist...Show moreLast updated: 14 hours ago
- Promoted
- New!
[15h Left] Head (Product, Investment & Research
State Bank of IndiaMumbai, Maharashtra, India Educational Qualification (as on 01.Mandatory : Graduate / Postgraduate from a Government recognized University / Institution or reputed college.
Preferred : CA, CFA, CFP, or NISM (Investment Advisor ...Show moreLast updated: 3 hours ago