Product Lead - Wealth Product - Investment Advisory

Job Purpose

This is a key role for the Investment Advisory Business and will be responsible for designing, developing, and scaling advisory-led investment products and solutions across asset classes The role involves working closely with investment teams, advisors, technology, and compliance, to deliver client-centric advisory propositions that are compliant and scalable

Drive Product Strategy: Set-up, define and manage advisory solutions across products and services and align with markets and client requirements.Set up the Investment Advisory team centrally to drive advisory offerings. The role demands strong leadership, consultative selling, and deep product expertise across investment products for the HNI and institutional clients

Experience - 8-10years of experience, with a Minimum of 4-5 years in an Investment Advisory

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

Location- Vikhroli Mumbai

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 Funds / Fixed Income / Alternate products

- Overall 8-10 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.

- Hands-on involvement in platform launches or advisory model rollouts.