| Head (Product, Investment & Research) | - Graduation/Post-Graduation from recognized institution/college
- Preferred: Knowledge in market analytics and economics research | - Minimum 12 years in financial services, product development, investment advisory, private banking
- Minimum 8 years in wealth management
- Knowledge in equity, PMS, AIF, mutual funds | - Design value proposition for Wealth Management
- Oversee research and investment teams
- Product benchmarking, innovation, and launch | - Develop forward-looking views on equity markets and specific sectors
- Analyze PMS/AIF/MF/structured products
- Liaise with investment teams and research providers
- Ensure compliance and certifications |
| Zonal Head | - Graduation from recognized institution | - Minimum 15 years in wealth management, retail banking, or asset management
- 5+ years leading a large team in wealth management | - Manage wealth management sales in the zone
- Increase TRV and AUM
- Lead RM teams and ensure business targets | - Manage zonal sales for wealth management
- Lead RM teams to meet targets
- Acquire HNI clients
- Ensure compliance and documentation
- Conduct investment seminars and customer meets |
| Regional Head | - Graduation from recognized institution | - Minimum 12 years in relationship management, preferably in wealth management
- 5+ years leading a large team | - Manage team of RMs & Investment Officers
- Build and nurture relationships with HNI/UHNI clients
- Cross-sell investment products | - Acquire and manage HNI clients
- Grow AUM, CASA, and cross-sell products
- Monitor financial needs and portfolio reviews
- Ensure compliance and complaint management |
| Relationship Manager - Team Lead | - Graduation from recognized institution | - Minimum 8 years in relationship management, preferably in wealth management
- Experience as a Team Lead preferred | - Lead RM team in wealth management
- Strengthen relationships with affluent and HNI clients
- Sell investment and insurance products | - Manage RM team to achieve targets
- Deepen client relationships
- Cross-sell financial products
- Conduct financial needs analysis and portfolio reviews
- Ensure compliance |
| Central Research Team (Product Lead) | - Post-graduation in economics/finance/business management or CA/CFA
- Preferred: NISM certifications, CFP | - Minimum 5 years in equity research or wealth management
- 8+ years preferred in equity/fixed income research and product analytics | - Work closely with Head of Product, Investment & Research
- Prepare product notes, market updates, and investment outlooks | - Analyze market trends, sectors, and equity
- Conduct due diligence on products
- Liaise with investment teams and research providers
- Provide regular updates and insights |
