Financial Planning Director

The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIFT City, Gandhinagar. The position requires strong leadership and governance capabilities, ensuring compliance with regulatory requirements, risk management policies, and fund management activities.

Key Responsibilities:

1. Governance and Leadership

o Serve as the Principal Officer and lead the GIFT City office of the FME.

o Act as part of the Investment Committee, ensuring robust governance structures for fund management.

o Build and implement efficient processes and systems for smooth operations.

o Lead and facilitate interactions with the Board, Audit Committee, and other committees.

2. Regulatory Compliance and Risk Management

o Collaborate with SEZ, IFSCA, and other stakeholders to ensure regulatory compliance.

o Assess regulatory changes and proactively mitigate potential risks.

o Work closely with the Compliance and Risk Manager to review and ensure timely and accurate submissions of regulatory filings.

3. Operational and Strategic Initiatives

o Run projects related to Alternative Investment Funds (AIFs) and other product launches.

o Oversee portfolio composition proposals initiated by the GIFT City office.

o Drive innovation in fund operations and explore opportunities for business growth.

4. People Management

o Ensure the recruitment and development of personnel appropriate to the scale of operations.

o Appoint and manage Key Managerial Personnel (KMPs) as per regulatory requirements.

Educational Qualifications:

o Chartered Accountant (CA), Company Secretary (CS), or MBA in Finance/Investment/Operations.

o Professional qualification or a postgraduate degree/diploma (minimum two years) in finance, law, accountancy, business management, commerce, economics, capital markets, or related fields.

o Certifications such as NISM (Modules IIB, VII, VIII, XA & XB) are preferred.

Experience:

o Minimum of 5 years in securities markets or financial products, including roles such as portfolio manager, broker-dealer, investment advisor, wealth manager, research analyst, or fund management.

o Proven track record in operations, compliance, and client servicing within the equity, mutual funds, and capital markets domain.

o Experience in fintech or mobile app development will be an added advantage.

Why You’ll Love Working Here

We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

Here’s what we offer:

💰 Competitive salary – Get paid what you’re worth.

🌴 Generous paid time off – Recharge and come back sharper.

🌍 Work with the best – Collaborate with top-tier global talent.

✈️ Adventure together – Annual offsites (mostly outside India) and regular team outings.

🎯 Performance rewards – Multiple bonuses for those who go above and beyond.

🏥 Health covered – Comprehensive insurance so you’re always protected.

⚡ Fun, not just work – On-site sports, games, and a lively workspace.

🧠 Learn and lead – Regular knowledge-sharing sessions led by your peers.

📚 Annual Education Allowance – Take any external course or certification that makes you better

at your craft.

🏋️ Stay fit – Gym memberships with equal employer contribution to keep you at your best.

🚚 Relocation support – Smooth move? We’ve got your back.

🏆 Friendly competition – Work challenges and extracurricular contests to keep things exciting.

We work hard, play hard, and grow together. Join us.

Contact Us:

• Email → hr@irage.in
• Website → https://irage.In/
• Linkedin → https://www.Linkedin.Com/company/irage/