Head (Product, Investment & Research

Educational Qualification (as on ) : 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