Head of Investment

1 week ago

Mumbai, Maharashtra, India Talent Tapovan Full time

Talent Tapovan
is hiring for a
Head of Investment Products
for one its fastest growing Financial Services provider clients, which is backed by a 62-year-old Indian Conglomerate leader in Agribusiness, Consumer Goods, Real Estate and Chemicals business. The Financial arm was established 5 years ago and has become the fastest to reach an AUM of 15000 crore.

**Position Summary:

The company intends to commence operations in the wealth & asset management business which would include distribution of financial assets through an open architecture basis and manufacturing of AIF and PMS as well. We are seeking a dynamic and experienced candidate to lead the selection, onboarding & development of expertise on investment products.

The candidate will be responsible for curating, designing, development and management of the firm's investment products across asset classes. This role requires deep expertise in wealth management, legacy planning, investment strategies, product structures to ensure that the firm is able to innovate & curate industry first products for its customers. The individual will work closely with the senior leadership team, relationship managers, and third parties to build the product portfolio.

The role would also require deep involvement in providing insights into product development for the in-house funds as well.

Key Responsibilities:

Product Strategy & Development:

  • Define and lead the investment product strategy across mutual funds, alternatives, structured products. This would be across asset classes – equity, fixed income, commodities real estate etc.
  • Identify market trends, client needs and competitive landscape to build differentiated offerings.

  • Oversee end to end product lifecycle including conceptualization, structuring, approvals, launch and ongoing review.****Portfolio & Investment management –

  • Collaborate with the CIO and investment team to align product offerings with house views and asset allocation frameworks

  • Monitor product performance, risk metrics and ensure alignment of firm and client objectives, regulatory requirements with the products.

  • Provide insights into client portfolios to optimize returns. Work with analytics team to design at a universe of 1 for optimizing at each client level.****Distribution –

  • Partner with sales and relationship teams to equip them with product knowledge & pitch materials

  • Drive adoption of open architecture & proprietary products of the firm

Governance –

  • Ensure products meet all compliance and internal risk standards.
  • Establish robust product & governance frameworks. Lead due diligence on onboarding and on a regular basis with all product partners and platforms.

Qualifications & Experience:

  • Education:

CA / MBA Exper

  • ience:Minim

  • um of 10-12 years of experience as an investment counsellor, product specialist with a wealth management firm.****Skills:

  • Strategic thinker to translate client needs into scalable product solutions

  • Strong structuring skills
  • Strong leadership and team management skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to influence and collaborate with cross-functional teams.

  • Entrepreneurial mindset with a passion for innovation.****Key Attributes:

  • Client-obsessed and passionate about delivering exceptional experiences.

  • Results-oriented with a strong bias for action.
  • Adaptable and able to thrive in a fast-paced, dynamic environment.
  • High ethical standards and integrity.
  • Innovative and forward-thinking.**

  • Head of Investment Banking

    4 days ago

    Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time ₹ 20,00,000 - ₹ 50,00,000 per year

    As a Head of Investment Banking on the buy side is responsible formanaging a portfolio of investments, generating profits for a firm, and leading a teamto identify and execute investment opportunities. Their role includesconducting thorough financial analysis, building complex financial models, and making strategic investment recommendationsfor their firm,...

  • Investment Banking Head

    2 weeks ago

    Mumbai, Maharashtra, India Kaizen Partners Full time ₹ 3,00,000 - ₹ 8,00,000 per year

    Head – Debt Capital MarketsRole Overview:The Head of Debt Capital Markets will be responsible for leading the origination, structuring, and execution of debt financing solutions for corporate and institutional clients. This role requires deep expertise in capital markets, a strong network of issuer and investor relationships, and the ability to deliver...

  • Investment Services

    2 days ago

    Mumbai, Maharashtra, India JULIUS BAER Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...

  • Investment Services

    2 days ago

    Mumbai, Maharashtra, India Julius Baer Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...

  • Investment Services

    2 days ago

    Mumbai, Maharashtra, India Julius Baer Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...

  • Business Manager

    2 weeks ago

    Mumbai, Maharashtra, India British International Investment Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Business Manager - Asia About BIIBritish International Investment (BII) is the UK's leading development finance institution, wholly owned by the UK Government. Our primary mission is to address global development challenges through strategic investments that promote sustainable and inclusive economic growth.BII focuses on catalysing economic development,...

  • Regional Head

    5 days ago

    Mumbai, Maharashtra, India QuickTurtle Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner AlliancesAchieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares,...

  • Investment Mid Office Manager

    1 week ago

    Mumbai, Maharashtra, India Real Placements Full time ₹ 80,00,000 - ₹ 1,20,00,000 per year

    Job Description:Role Objective / Purpose Filing of IRDAI Returns, verifying security masters in the system, preparation of various MIS, Updating financials of companies in the system, etc.Exp: No of years of exp: 2 to 5 yearsType of Industry – General Insurance (preferred)Academic: B.com OR P.G.Competencies : Knowledge of SAP Treasury, Cline a...

  • Head Sales- PMS

    1 week ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

  • Head of Finance

    2 weeks ago

    Mumbai, Maharashtra, India The Collective Ace Gmbh Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Head of Finance(Full Time - Remote)Role OverviewCollective Ace is executing a buy and build (M&A) strategy in the video gaming industry. The company is seeking a Head of Finance to lead our Finance Team at the Group level. We are looking for an exceptionally strong financial leader to oversee all fiscal operations, ensure compliance across our Group entities...