Equirus Wealth Private Limited
Job Description
About Equirus
Equirus is a leading mid‐market investment bank with strong practices in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
We pride ourselves in being a trusted partner—delivering the best results for corporates in their growth and capital needs, and for families in managing and growing their wealth. Led by seasoned bankers, we work with some of the most reputed investors globally.
Learn more at www.equirus.com.
About the Role
Designation: Product Lead – Wealth Management
Reporting To: Director – Wealth Management
Location: Mumbai
The Product Lead will spearhead the product strategy, innovation, and execution for the Wealth Management division. This leadership role demands a strong combination of investment product expertise, strategic vision, and business acumen to enhance client offerings, drive AUM growth, and strengthen our competitive positioning.
Key Responsibilities
1. Product Strategy & Innovation
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Define and own the Wealth Management product vision and roadmap, aligned to business growth and client needs.
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Introduce, evaluate, and enhance product offerings across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance-linked solutions.
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Stay ahead of industry trends and regulatory developments to ensure best-in-class, compliant, and differentiated product suite.
2. Product Development & Advisory
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Lead product research, due diligence, and performance monitoring across asset classes.
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Develop robust frameworks for product selection, approval, and periodic review.
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Provide strategic product insights and recommendations for HNI, UHNI, and NRI client segments.
3. Stakeholder & Team Leadership
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Collaborate with internal Relationship Managers and Sales teams on client portfolio reviews and large-client presentations.
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Engage actively with AMCs, PMS/AIF managers, product manufacturers, and ecosystem partners.
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Mentor, guide, and build a strong product & research team.
4. Business Growth & Insights
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Partner with leadership to drive long-term AUM and revenue growth.
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Use data-driven insights to recommend new business opportunities, operational improvements, and digital adoption.
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Ensure the WealthTech platform remains competitive, scalable, and client-centric.
Role Requirements (Qualification & Experience)
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Education: CA / CFA / MBA (Finance) preferred.
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Experience: 15+ years of progressive experience in wealth management, product strategy, or investment advisory, with strong exposure to HNI/UHNI client
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Strong understanding of Equity, Debt, and Alternative Investments.
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Proven ability to design and deliver product strategies that drive AUM and revenue growth.
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Excellent stakeholder management, communication, and leadership skills.
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Adept at Microsoft Office (Advanced Excel, PowerPoint) and comfortable with digital platforms/WealthTech tools.
