Role Overview

The Lead - Structured Products will be responsible for driving the strategy, product curation, and revenue generation for structured products (including Market Linked Debentures (MLDs), bespoke structured notes, and customized derivative-embedded solutions) within the Third-Party Products (TPP) Distribution team.

This role serves as the central bridge between product manufacturers (issuers/ researchers) and the internal distribution engine, seamlessly liaising with both Online (Digital/Platform) and Offline (Branches/Wealth/PCG) business channels to maximize market penetration and AUM growth.

Key Responsibilities

1. Product Strategy & Curation

- Sourcing & Innovation: Partner with leading issuers & internal research teams to design and source high-quality structured products tailored to current macroeconomic conditions.
- Product Lifecycle Management: Manage the end-to-end product rollout, from ideation, compliance approvals, online journeys and risk assessment to platform integration and final launch.
- Market Intelligence: Continuously track macroeconomic trends, return movements, and competitor offerings to identify gaps and introduce timely, competitive structures.

2. Channel Liaison & Business Driving

- Offline Channel Enablement: Partner with Branch dealing, Private Client Group (PCG), Retail sales, and PID to drive high-ticket sales. Provide them with customized pitches, client-facing collateral, and tactical ideas.
- Online Channel Integration: Collaborate with the Digital Business and Platform Engineering teams to simplify the onboarding, discovery,



and execution journey of structured products on the mobile apps and web platforms.
- Campaign Management: Design and execute targeted activation programs, sales contests, and marketing campaigns to boost penetration across both business segments.

3. Training & Enablement

- Conduct regular training sessions, webinars, and workshops for Relationship Managers (RMs), Investment Advisors, and Branch Managers to demystify complex structures.
- Create simplified product note lookbooks, performance trackers, and "Why Now" rationales to build channel confidence.

4. Compliance, Risk & Operations

- Ensure all structured product distributions strictly adhere to regulatory frameworks (e.g., SEBI, RBI guidelines) and internal compliance policies.
- Oversee the operational workflow, ensuring smooth order placement, allotment tracking, fee reconciliation, and timely payout processing.

Key Performance Indicators (KPIs)

- Revenue & AUM Targets: Achievement of gross mobilization and revenue targets from Structured Products for the financial year.
- Channel Penetration: Percentage increase in active RMs selling structured products (Offline) and growth in unique digital buyers (Online).




- Product Diversification: Successful launch and commercialization of new structures/issuers to reduce concentration risk.
- Compliance Score: Zero regulatory or compliance infractions in product disclosures and sales processes.

Candidate Profile

Qualifications & Experience

- Education: MBA in Finance, Chartered Accountant (CA), CFA charter holder, or equivalent post-graduate degree in finance.
- Experience: 6-10 years of experience in Wealth Management, Retail Sales, Branch Dealing, or Third-Party Product (TPP) distribution, with at least 3-4 years specifically handling Structured Products or Equity Cash/ Derivatives.

Technical & Functional Skills

- Deep understanding of derivative instruments (Options, Futures), fixed-income securities, and how payoff structures are engineered.
- Familiarity with digital wealth platforms and an understanding of how to optimize user journeys for complex financial products online.
- Strong grasp of wealth management regulations, capital gains taxation, and compliance mandates.

Behavioral Competencies

- Stakeholder Management: Exceptional interpersonal skills to collaborate effectively with tech teams, compliance officers, asset managers, and senior sales leadership.
- Analytical Thinking: Ability to dissect complex financial payoffs and translate them into straightforward, benefit-led stories for the sales force.
- Entrepreneurial Mindset: High execution drive to independently manage a product line and treat it as an individual business unit.

📌 Lead - Structured Products (Mumbai)
🏢 Axis Direct
📍 Mumbai