We are looking for an experienced and result-oriented Head – Investment Products to lead and manage our investment product vertical, with a primary focus on PMS, AIF and other HNI-focused investment solutions.
Key Responsibilities
Lead the Investment Products vertical and drive business growth.
Manage and develop product offerings including PMS, AIF and other HNI investment products.
Build and maintain strong relationships with HNI/UHNI clients, distributors, wealth managers and financial intermediaries.
Identify suitable investment opportunities and product solutions for clients based on their investment requirements.
Coordinate with AMCs, PMS providers, AIF managers and other product partners.
Develop product knowledge, sales strategies and market insights for the team.
Support the team in client acquisition, product presentations and business conversion.
Track market trends,
competitor offerings and new investment products.
Ensure proper product communication, documentation and regulatory compliance.
Achieve business and revenue targets for the Investment Products division.
Candidate Profile
Experience in PMS, AIF, Wealth Management, Investment Products or HNI Client Servicing.
Solid understanding of financial markets and investment products.
Excellent communication, presentation and relationship-management skills.
Ability to independently manage the Investment Products vertical.
Solid network among HNI clients, distributors and financial intermediaries will be an added advantage.
Target-oriented with solid business development capabilities.