Intellectual Capital HR Consulting Pvt. Ltd. | Head of Product wealth management
2 days ago
Experience
Minimum 12 years of relevant work experience in financial services, financial product development, investment advisory & Private Banking (Wealth Management).
Excellent knowledge of Wealth Management solutions like Mutual funds, PMS/AIF, Private Credit, International Investments, Insurance, Alternative Investments etc. & strategies like tax minimization strategies, legacy planning, arbitrage etc.
Experience in Product Development and structuring for Private Wealth clients.
Experience in managing Investment Counsellors/ Advisors at a National level
Job Profile:
Lead the product management group of the organisation
Design the product value proposition for Wealth Management.
Analyze various PMS/AIF/MF/Structured Products etc & and conduct due diligence for assessment of inclusion in the product bouquet
Devise innovate product offerings for both templated as well as bespoke solutions after competitive scanning and benchmarking.
Source and interpret external market intelligence from a domestic as well as global perspective. Track and enhance the performance of launched products to ensure they remain competitive in the market place.
Conceptualize and maintain collaterals, research notes.
Existing Product management (including portfolio positioning, return analysis, investment risk review, peer group review)
Take responsibility of Investment committee, generation of monthly house view & model portfolios.
Analytics of client portfolios as well as model portfolios
Ensure high quality & timely reports for Clients with proper coverage.
Create regular & timely updates on events in financial markets & economy.
Ensure product benchmarking is conducted at Quarterly intervals.
Liaison with other departments and outside agencies to have best in class technology driven solutions.
Build a knowledge platform via digital events and knowledge series.
Assist in building a social media community for the organization through good content and conversation
Liaison with market data aggregators and research report providers.
Regular interaction with investment and RM Teams.
Negotiate superior commercials with manufacturers
Compliance: Ensure compliance of guidelines, system & procedures are followed while approving products. Ensure the teams have necessary certification to comply with SEBI/IRDA/RBI instruction(s).
Knowledge Sharing: Have your team arrange investment conclaves, training programs quizzes for Wealth RMs
Preferred Qualification:
MBA Finance or related field
Deep understanding of capital markets, MF industry and nuances of investing
Ability to multi-task & work in a high-pressure performance oriented environment.
Should have an eye for detail
Knowledge & Experience in Market Analytics and Passion for Research in Economic trends and Products.
Compensation:
Fixed: Competitive with the industry
ESOPs: Head of Products will be the beneficiary of generous ESOPs
-
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeOur objective is to be known for our differentiated offerings and strategies that sets us apart from run-of-the-mill Private Wealth firms. An intelligent, ethical, hardworking & experienced Product Head will find it both enjoyable & an interesting challenge taking on this mandate of Head of Products.ExperienceMinimum 12 years of relevant work experience in...
-
new delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION:Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.Nature of work Research a whole gamut of...
-
new delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION: Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements. Nature of work Research a whole gamut of...
-
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeResponsibilities:1. Evaluate Investment Proposals: Assess investment opportunities including debt, equity (both listed and unlisted), across various market caps and sectors. From ideation to execution, analyze potential investments to determine suitability and potential returns.2. Report Analysis to Management: Prepare detailed reports summarizing the...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timePosition: Company Secretary (CS) with LLB Department: Legal & ComplianceReports To: CEOJob Summary: We are seeking a highly skilled and dynamic Company Secretary (CS) with an LLB qualification to manage and oversee all legal, corporate governance, and compliance matters for the organization. The ideal candidate will have hands-on experience in managing MGT...
-
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Overview:We are seeking a highly motivated and skilledInvestment Banking Associateto join our dynamic team. The associate will play a key role in supporting the execution of M&A transactions, capital raises, and other investment banking services. This role requires strong analytical skills, attention to detail, and the ability to work under tight...
-
Corporate Relationship Manager
4 weeks ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob OverviewThe Corporate Access team at Intellectual Capital HR Consulting Pvt. Ltd. is seeking a skilled Corporate Relationship Manager to facilitate direct access of companies for institutional investors via various means. This role involves maintaining existing corporate relations, getting new relations on board, and organizing investor concalls and...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: We are looking to hire a skilled and experienced Operations leader. The ideal candidate will be responsible for overseeing all operational aspects, including managing compliance, fund management, clients’ account audits, SEBI internal audits and general operational efficiency. This role will play a critical part in ensuring that our...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description:We are looking to hire a skilled and experienced Operations leader. The ideal candidate will be responsible for overseeing all operational aspects, including managing compliance, fund management, clients’ account audits, SEBI internal audits and general operational efficiency. This role will play a critical part in ensuring that our...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeRole: Credit Manager- Large Corporates Department: Large Corporate- Credit Reporting Relationships- Vice President- Credits Location- Delhi & Kolkata Job Requirements:- • Excellent written and oral communication skills • Chartered Accountant/ MBA • Good analytical skills • Good understanding of all the working capital products Job Role: •...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeDesignation : Regional Manager/Sr. Regional Manager – Institutional BusinessJob function :Corporate Lending involves lending to Large and Mid-Corporate customers including Promoter funding, Structured finance, Term Loans and Working capital facilities.Job Purpose.To acquire and build a well-diversified portfolio within the Large & Mid Corporate...
-
Head Of Wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION:Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.Nature of work Research a whole gamut of...
-
Head of wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION:Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.Nature of work Research a whole gamut of...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob description Location- Mumbai, Delhi, Bangalore, Surat, Kolkata Roles & Responsibilities : Good writing and analytical skills for Credit Risk Assessment Note writing for corporate SME customers 1. Analyzing: The Credit Analysts are responsible for analyzing the client's Credit data and financial statements in order to evaluate the degree of risk involved...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob descriptionLocation- Mumbai, Delhi, Bangalore, Surat, KolkataRoles & Responsibilities :Good writing and analytical skills for Credit Risk Assessment Note writing for corporate SME customers1. Analyzing: The Credit Analysts are responsible for analyzing the client's Credit data and financial statements in order to evaluate the degree of risk involved in...
-
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob description Location- Mumbai, Delhi, Bangalore, Surat, Kolkata Roles & Responsibilities : Good writing and analytical skills for Credit Risk Assessment Note writing for corporate SME customers 1. Analyzing: The Credit Analysts are responsible for analyzing the client's Credit data and financial statements in order to evaluate the degree of risk involved...
-
Head Of Wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION: Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements. Nature of work Research a whole gamut of...
-
Head Of Wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION:Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.Nature of work Research a whole gamut of...
-
Head Of Wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION:Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.Nature of work Research a whole gamut of...
-
Head Of Wealth
3 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJOB DESCRIPTION: Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements. Nature of work Research a whole gamut of...
