Head – Research & Products
Location: Mumbai
CTC: ₹30 – ₹55 LPA
Position Overview
We are seeking a dynamic and experienced professional to lead our Research & Products division. The ideal candidate will have a strong buy-side research background and a proven track record in investment decision-making, product ideation, and development. This role demands strategic thinking, cross-functional leadership, and the ability to innovate and commercialize research-driven investment products.
Key Responsibilities
- Lead research initiatives and product development strategies to create innovative investment products.
- Oversee the ideation, design, and execution of research-based products such as Smallcase, Model Portfolios, Thematic Baskets, and Digital Advisory Solutions.
- Analyze investor behavior and market trends to inform product positioning and adoption strategies.
- Collaborate with cross-functional teams, including Technology, Sales, and Marketing, to drive product innovation and commercialization.
- Develop and implement investment frameworks, portfolio methodologies, and quantitative strategies.
- Utilize data analytics and investor behavior analytics to enhance product performance and optimize offerings.
- Mentor and build a high-performing team, fostering talent development and cross-functional collaboration.
- Manage stakeholder relationships and influence key decisions regarding product strategy and market positioning.
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 development.
- Expertise in portfolio construction, asset allocation, and investment strategy development.
- Ability to identify emerging investment themes and convert them into scalable products.
- Strong knowledge of various investment strategies, including value, growth, factor, and thematic investing.
Technical Skills
- Proficient in product strategy, lifecycle management, and investment framework design.
- Experience with AI-enabled product development and research automation tools.
- Skilled in data analytics, product analytics, and investor behavior analytics.
- Proficient in Python and quantitative research tools.
- Familiarity with dashboarding, reporting, and business intelligence tools.
- Advanced Excel skills, including financial modeling and scenario analysis.
Managerial Skills
- Strong product innovation and business-building capability.
- Strategic thinker with a long-term vision for product development.
- Excellent cross-functional leadership and team management skills.
- Strong commercial acumen and revenue ownership capabilities.
- Effective project and program management skills.
- Proven decision-making and problem-solving abilities.
Qualifications
- 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 10–18 years of relevant experience, with a strong emphasis on buy-side research.
- Proven transition into product strategy, development, innovation, or management.
- Experience in Wealth Management Firms, PMS Houses, Asset Management Companies, FinTech Platforms, or Research-led Organizations is preferred.
- Demonstrated experience in launching, scaling, or managing research-led investment products is mandatory.
Pay: ₹4,500,000.00 - ₹5,500,000.00 per year
Experience:
- Wealth management: 10 years (Required)
Location:
- Mumbai, Maharashtra (Mumbai) (Required)
Work Location: In person
