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:
Individual Contributor

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 transparent, 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.
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📌 Vice President – Investment Advisory (Mumbai)
🏢 Lighthouse Canton
📍 Mumbai