Position Overview:
Lead and institutionalize the advisory practice for a digital-first wealth platform in India, with end-to-end ownership of advisory strategy, client outcomes, AUA growth, and governance. The role focuses on building a scalable, high-quality advisory ecosystem that enhances portfolio performance, deepens client relationships, and drives sustainable business impact.
Role Type:
People Manager with team handling.
Responsibilities
1. Advisory Strategy & Business Ownership
Build and scale a differentiated India advisory value proposition to deepen advisory engagement across client segments. Own AUA growth, portfolio quality, and commercial yield through advisory-led interventions. Identify and drive engagement across large and strategic client segments via structured advisory frameworks. Take full ownership of advisory viability as a business, including penetration, revenue contribution, and scalability. Drive quarterly action plans with business teams to align investment strategy with organizational priorities.



Conduct periodic review of AUA and portfolio composition to identify opportunities and optimize outcomes. 2. Portfolio Advisory & Client Outcomes
Oversee portfolio review frameworks, investment proposals, and client communication to improve conversion and engagement. Enhance model portfolios across risk profiles, ensuring strong alignment with suitability and risk-return objectives. Ensure timely execution of asset allocation calls with minimal cost and delay. Proactively guide clients and teams through market events, volatility, drawdowns, and portfolio optimization strategies. Provide explicit, unbiased, and research-driven inputs in Investment Committees and strategic forums. Continuously refine advisory processes to maintain an institutional-grade client proposition. 3. Product, Platform & Feedback Loop
Partner with product teams to provide structured feedback on product acceptance, client appetite, and improvement areas. Strengthen portfolio a

📌 Vice president – investment advisory (Mumbai)
🏢 Lighthouse Canton
📍 Mumbai