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 thinkingStrong leadership and people management skillsExpertise in capital markets and wealth productsClient-centric approach with a focus on innovation and compliance