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 ) :
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 • Mumbai, Maharashtra, India
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