Lead - Investment Advisory

Main accountabilities :

Client Management : Meet with large clients and communicate our service capabilities and market/product views.

Cross- Functional Collaboration : Work closely with Research, Product, Technology, Operations, and Compliance to deliver product improvements and client solutions

Market & Competitor Analysis : Conduct continuous market scanning and provide insights to refine product features and positioning

Regulatory Alignment : Ensure all advisory journeys, tools, and product constructs comply with SEBI and internal governance standards

Stakeholder Management : Engage AMCs other product providers, client servicing models, and innovation opportunities

Performance Monitoring : Track portfolio outcomes and continuously recommend enhancements.

Strong understanding of :

- Capital markets and investment products

- Portfolio construction and asset allocation

- Advisory business models and fee structures

- Experience with SEBI IA regulations and suitability frameworks, and the Ability to translate investment concepts into simple, client-friendly solutions

Qualifications & Experience

Minimum Degree : Post Graduation ( MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CFP would be preferred)

- Good understanding of investment products like Mutual Fund /Fixed Income / Alternate products

- Overall 10+ years of experience, with a Minimum of 4-5 years in an Investment Advisory role

- Should have worked in Investment Advisory business of banks, broking houses, or wealth management companies

Preferred Experience

- Experience in goal-based investing or digital advisory platforms.

- Exposure to HNI / UHNI / Affluent client segments.