Field

Detail

Job Title

Investment
Products / Wealth Management Lead

Business Unit

Wealth Management
& Investment Product Distribution

Location

Pan-India
(Metro/Tier-1 Preferred)

Reports To

Head – Investment
Products & Wealth Management

Company & Role
Overview

Our Client - A Leading Private Bank is a top-tier
financial institution renowned for its market-leading Wealth Management
division.

Role Purpose: Drive strategic
growth by enhancing the penetration of AIFs, PMS, and Mutual Funds.
The role focuses on product innovation, aligning client expectations with regulatory
frameworks, and acting as the key conduit between Product, Sales, Compliance,
and Research teams.

Key
Responsibilities

1. Business &
Revenue Growth

· Achieve targeted AUM growth and drive
sustained trail revenue through long-term client retention.

· Forecast and deliver on business budgets using high-impact investment
propositions.

· Identify emerging trends to create new product leverage across HNI/UHNI
segments.

2. Product Strategy
& Governance

· Conceptualize and design innovative structures (Cat II AIFs, Niche
PMS/MF themes).

· Develop transparent positioning and differentiation strategies for
distribution products.

· Establish a systematic framework for fund evaluation, performance
benchmarking, and competitive analysis.

· Ensure strict adherence to SEBI/AMFI guidelines; partner with
Compliance on pre-validation of all materials.

3. Sales Enablement
& Partner Management

· Collaborate with relationship teams to ensure effective product
proposition delivery.

· Build strong partnerships with external AMCs, PMS houses, and AIF
managers to onboard new products.

· Create concise product collaterals, FAQs, and client-facing
communication decks.

· Conduct structured training sessions for Relationship Managers to simplify complex concepts.

4. Process &
Efficiency





· Develop systems for real-time product performance tracking and
analytics-based reporting.

· Drive efficiency initiatives to reduce TAT for
product launches and service optimization.

Key Deliverables –
First 12 Months

· Deliver 15–20% YoY AUM growth across AIF,
PMS, and Mutual Funds.

· Conceptualize and roll out at least two new investment
strategies/offerings.

· Conduct a minimum of 15 training sessions for sales teams.

· Ensure 100% compliance adherence via a robust product review
framework.

· Reduce TAT for product approvals by 20% and implement a Product Performance Dashboard.

Indicative KPIs

Target

Objective

AUM Growth

15–20% YoY

Strengthen
investment penetration

Net Revenue
Growth

>18%

Optimize product
mix

Compliance Score

100%

Governance
excellence

Requirements

Desired Candidate
Profile

Experience &
Education

- Experience: 5–10 years in
Investment Product Management, Wealth Distribution (AIFs, PMS, MFs mandatory).

- Education: MBA (Finance/Marketing), CFA, or PG
in Investment Mgmt. AMFI certification mandatory;
NISM-XA/XB preferred.

- Preferred Source: Leading private/foreign banks, AMC
product teams, or NBFC wealth businesses.

Core Competencies

Functional
Skills

Behavioral
Traits

Deep MF, PMS, AIF product knowledge.

Entrepreneurial
mindset and solution-driven thinking.

Solid
analytical/portfolio evaluation acumen.

Excellent stakeholder management and presentation skills.

Conceptual
ability to align product strategy with market opportunities.

Client-centric attitude and
team player agility.

Why Join Our
Client?

Join one of India’s top 3 private wealth and bank. Gain exposure to
cutting-edge products, a vast partner network, and a strong culture of
meritocracy. This is a platform to influence strategic decisions in a quick-growing vertical, ensuring strong analytical depth and long-term
career impact.

📌 Investment Products / Wealth Management Lead (Mumbai)
🏢 Important Group
📍 Mumbai