Role Overview
We are looking for an experienced and result-oriented Head – Investment Products to lead and manage our investment product vertical, with a primary focus on PMS, AIF and other HNI-focused investment solutions.
Key Responsibilities
- Lead the Investment Products vertical and drive business growth.
- Manage and develop product offerings including PMS, AIF and other HNI investment products.
- Build and maintain strong relationships with HNI/UHNI clients, distributors, wealth managers and financial intermediaries.
- Identify suitable investment opportunities and product solutions for clients based on their investment requirements.
- Coordinate with AMCs, PMS providers, AIF managers and other product partners.
- Develop product knowledge, sales strategies and market insights for the team.
- Support the team in client acquisition, product presentations and business conversion.
- Track market trends, competitor offerings and new investment products.
- Ensure proper product communication, documentation and regulatory compliance.
- Achieve business and revenue targets for the Investment Products division.
Candidate Profile
- Experience in PMS, AIF, Wealth Management, Investment Products or HNI Client Servicing.
- Strong understanding of financial markets and investment products.
- Excellent communication, presentation and relationship-management skills.
- Ability to independently manage the Investment Products vertical.
- Strong network among HNI clients, distributors and financial intermediaries will be an added advantage.
- Target-oriented with strong business development capabilities.
Pay: From ₹550,000.00 per year
Benefits:
Work Location: In person
