Job Title: Wealth Product Lead

Location: Mumbai

Role Summary:

We are seeking a seasoned and entrepreneurial Wealth Product Lead to drive the design, development, and scaling of a comprehensive wealth management product suite. This role will be responsible for building differentiated investment offerings, enhancing client engagement, and aligning product strategy with the evolving needs of HNI/UHNI clients.

The ideal candidate will combine strong domain expertise in wealth/investment products with a strategic mindset and execution capability to build and scale high-impact solutions.

Key Responsibilities:

Product Strategy & Ownership :

- Own the end-to-end product vision and strategy for wealth management offerings.

- Design and build differentiated products across asset classes including AIFs, PMS, structured products, and private market opportunities.

- Continuously evaluate market trends, client needs, and competitor offerings to refine product strategy.

Product Development & Execution :

- Lead the development and launch of new investment products in collaboration with investment, legal, and compliance teams.

- Structure customized solutions for HNI/UHNI clients including bespoke portfolios and thematic strategies.

- Drive innovation in product offerings to enhance portfolio performance and diversification.

Client-Centric Product Design :

- Deeply understand client requirements and translate them into relevant product solutions.

- Work closely with Relationship Managers and Wealth Advisors to gather feedback and improve offerings.

- Act as the "voice of the client" in product design and enhancements.

Platform & Product Enhancement :

- Strengthen the overall wealth platform by improving product mix, access, and execution capabilities.

- Ensure seamless integration of products across advisory, execution, and reporting layers.

- Focus on scalability, usability, and performance of the platform.

Stakeholder Management :

- Collaborate with internal teams including investments, advisory, compliance, operations, and technology.

- Act as a bridge between business stakeholders and product/investment teams.

- Engage with external partners such as fund houses, PMS providers, and issuers.

Performance & Metrics :

- Track product performance, client adoption, and revenue contribution.

- Drive key metrics including AUM growth, product penetration, and client retention.

- Use data-driven insights to optimize product strategy and offerings.

Regulatory & Compliance Oversight :

- Ensure all products are compliant with regulatory frameworks and internal policies.

- Work closely with compliance teams for approvals, documentation, and risk management.

Key Requirements :

- 8-15 years of experience in wealth management, product management, or investment advisory.

- Strong exposure to AIFs, PMS, mutual funds, structured products, and alternative investments.

- Proven track record of launching and scaling investment products.

- Deep understanding of HNI/UHNI client segments and their investment needs.

- Strong network with fund houses, PMS providers, and market participants.

- Excellent stakeholder management and communication skills.

- Entrepreneurial mindset with ability to take ownership and drive outcomes.

Preferred Qualifications:

- Experience in a family office, private banking, or leading wealth management firm.

- Strong analytical and product structuring capabilities.

- Familiarity with regulatory landscape (SEBI guidelines, AIF/PMS frameworks).

What We're Looking For:

- A strategic thinker with strong execution capability.

- High ownership and accountability mindset.

- Ability to build and scale products from scratch.

- Strong client orientation and problem-solving skills.

- Seniority Level

- Mid-Senior level