The Head - Investment Products & Research will lead the firms investment product strategy, research framework and commercial performance across broking and distribution businesses. The role carries end-to-end ownership of the product lifecycle, from ideation, due diligence, onboarding, and monitoring to commercialization, with the objective of driving AUM growth, profitability, and client outcomes.

This leadership position serves as the firms investment product decision hub, shaping house views, ensuring regulatory discipline, enabling high-conviction client solutions, and fostering strong partnerships with internal and external stakeholders.

Key Responsibilities:

Product Strategy & Platform Leadership

- Define and execute the firms investment product strategy aligned with business growth and client objectives.

- Curate and oversee a diversified product shelf including Mutual Funds, PMS, AIFs, SIFs, structured solutions, and proprietary offerings.

- Develop model portfolios and asset allocation frameworks tailored to varying client risk profiles.

- Drive innovation in product design to enhance differentiation, yield, and client experience.

Investment Research & Market Intelligence

- Establish and lead the firms macro and market outlook to inform asset allocation decisions.

- Direct research coverage across asset classes including equities, fixed income, alternatives and commodities.

- Evaluate fund managers and investment platforms through structured research frameworks.

- Leverage quantitative analytics and alternative data to anticipate market trends and sector rotations.

Product Suitability, Governance & Oversight

- Design and enforce a robust product suitability framework aligned with regulatory requirements and client risk profiling.

- Be a part of the investment committee for product approval and review.

- Implement continuous surveillance mechanisms and issue timely product advisories when warranted.

Regulatory Compliance & Risk Management

- Ensure adherence to SEBI, AMFI, APMI, and other regulatory standards governing product distribution and advisory.

- Partner with Compliance and Legal teams to maintain strong governance frameworks.

Commercial Performance & P&L Ownership

- Drive AUM growth, revenue optimization, and yield enhancement across the product platform.

- Balance proprietary and third-party solutions to achieve sustainable profitability while protecting client interests.

- Manage budgets related to research tools, analytics platforms, and product infrastructure.

Sales Enablement & Cross-Functional Collaboration

- Translate research insights into actionable product narratives for Relationship Managers.

- Support frontline teams with high-conviction ideas and training.

- Collaborate with technology, operations, and compliance teams to streamline product onboarding and digital delivery.

Leadership & Team Development

- Build and mentor a high-performance team across product management and investment research.

- Establish measurable KRAs tied to innovation, AUM growth, research quality, and governance.

- Foster a culture of analytical rigor, accountability, and client-first thinking.

Strategic Stakeholder Engagement

- Develop senior relationships with asset managers, fund houses, and investment partners.

- Act as a trusted advisor to internal leadership on investment themes and product direction.

- Maintain collaborative relationship with all internal stakeholders.

Key Competencies

- Strategic and commercial mindset

- Deep investment judgment and analytical rigor

- Strong governance orientation

- Decision-making under uncertainty

- Stakeholder influence and executive communication