Job Description:

A leading Wealth management and Investment advisory firm in Mumbai is looking for an experienced and enthusiastic individual to Head their Research & Products division.

About the Job:

Research. Innovate. Build At the Intersection of Investing & Product Creation. We believe that the future of wealth creation will belong to organizations that can successfully combine deep research, technology, data, and product innovation. As we continue to strengthen our investment platform, we are looking for a unique leader who can bridge the gap between investment research and product development by transforming research insights into scalable, differentiated, and commercially successful investment products.

This role is designed for a highly accomplished investment professional with a strong Buy-Side Research background who has evolved beyond traditional stock research and portfolio management into product ideation, product development, and product commercialization. The successful candidate will play a pivotal role in building the firm's next generation of investment products, advisory solutions, model portfolios, thematic strategies, digital investment journeys, and research-led offerings.

The role goes beyond producing research reports. The incumbent will be expected to identify market opportunities, generate product ideas, build investment frameworks, collaborate with technology teams, and create scalable products that drive client acquisition, engagement, retention, and revenue growth. This is not a maintenance role. This is a platform-building opportunity where investment thinking, research conviction, product innovation, technology, and business scalability converge to create long-term value.

The ideal candidate should possess strong capital market expertise, product thinking capability, commercial orientation, and the ability to transform research into products that investors are willing to adopt and pay for. This role carries direct responsibility for product innovation, product commercialization, research monetization, client engagement, and business growth.

Roles & Responsibilities:

- Build and scale the firm's Research & Product Strategy platform in alignment with long-term business objectives.

- Identify investment themes, market opportunities, and investor needs to develop differentiated investment products.

- Convert research insights into scalable and commercially viable products across Wealth, PMS, Advisory, and Institutional businesses.

- Design, develop, and commercialize research-based products including model portfolios, thematic baskets, investment frameworks, and digital investment solutions.

- Collaborate with Research, Technology, Sales, Marketing, and Product teams to launch and scale new offerings.

- Drive product adoption, engagement, and revenue contribution across business segments.

- Develop proprietary investment frameworks, portfolio methodologies, and product structures.

- Build technology-enabled and AI-driven investment solutions that enhance investor experience.

- Continuously monitor product performance and optimize product outcomes.

- Conduct market research, competitor benchmarking, and investor behaviour analysis.

- Build and mentor a high-performance team across research, product strategy, and product development functions.

- Contribute towards overall organizational growth through innovation, commercialization, and product-led business expansion.

Skills Required:

1. Domain Skills:

- Strong Buy-Side Research background with experience in investment decision-making and portfolio construction.

- Deep understanding of Equity Markets, Wealth Management, PMS, AIF, and Investment Advisory businesses.

- Proven experience in Research-Based Product Ideation and Product Development.

- Experience creating investment products similar to Smallcase, Model Portfolios, Thematic Baskets, Investment Frameworks, Quant Strategies, or Digital Advisory Solutions.

- Strong understanding of investor behaviour, product positioning, and product adoption drivers.

- Expertise in portfolio construction, asset allocation, and investment strategy development.

- Ability to identify emerging investment themes and convert them into scalable products.

- Understanding of retail, HNI, UHNI, and institutional investor requirements.

- Strong knowledge of value investing, growth investing, factor investing, thematic investing, and portfolio frameworks.

- Ability to commercialize research and transform intellectual capital into revenue-generating products.

2. Technical Skills:

- Product Strategy and Product Lifecycle Management.

- Investment Framework Design and Portfolio Methodology Development.

- AI-enabled Product Development and Research Automation Tools.

- Data Analytics, Product Analytics, and Investor Behaviour Analytics.

- Python, Quantitative Research Tools, and Research Platforms.

- Dashboarding, Reporting, and Business Intelligence Tools.

- Product Performance Monitoring and Optimization Frameworks.

- Advanced Excel, Financial Modelling, and Scenario Analysis.

- CRM Systems and Product Adoption Tracking Tools.

- Technology-driven Product Development Ecosystems.

3. Managerial Skills:

- Product Innovation and Business Building Capability.

- Strategic Thinking and Long-Term Product Vision.

- Cross-functional Leadership across Research, Technology, Sales, and Marketing.

- Commercial Acumen and Revenue Ownership.

- Team Building, Mentoring, and Talent Development.

- Stakeholder Management and Influencing Skills.

- Project and Program Management.

- Product Commercialization and Go-To-Market Planning.

- Decision Making and Problem Solving.

- Ability to build scalable and sustainable product businesses.

Qualification:

- MBA (Finance), CFA, CA, FRM, or equivalent professional qualification.

- Additional certifications in Product Management, Data Analytics, Quantitative Finance, or Capital Markets preferred.

- NISM Certifications will be an added advantage.

Experience:

- Minimum 12 to 18 years of relevant experience.

- Strong Buy-Side Research experience is mandatory.

- Candidates should have transitioned into Product Strategy, Product Development, Product Innovation, or Product Management responsibilities.

- Experience in Wealth Management Firms, PMS Houses, Asset Management Companies, FinTech Platforms, Investment Advisory Firms, Research-led Organizations, or Product-focused Capital Market Businesses preferred.

- Demonstrated experience launching, scaling, or managing research-led investment products is mandatory.