Head - Research & Products

About the role

A prominent wealth management and investment advisory business in Mumbai is hiring a senior leader to head its Research & Products function. The position sits at the crossroads of investment research, product design, technology, and commercial strategy.

The organization is looking for someone who can go beyond conventional research output and turn investment insights into differentiated, scalable products that clients can use and the business can monetize. The mandate covers the creation of next-generation investment offerings such as advisory solutions, model portfolios, thematic strategies, digital journeys, and other research-backed products.

This is a platform-building leadership role for an accomplished investment professional with a strong buy-side research foundation who has expanded into product ideation, development, and commercialization. The focus is on building products that improve client acquisition, engagement, retention, and revenue growth.

The role is not about routine maintenance. It is intended for someone who can combine investment conviction, product thinking, technology collaboration, and business scalability to create lasting value for the firm.

Responsibilities

• Shape and grow the firm’s Research & Product Strategy capability in line with long-term business goals.
• Spot investable themes, market gaps, and client needs to create distinct investment offerings.
• Translate research ideas into scalable products for Wealth, PMS, Advisory, and Institutional segments.
• Build, refine, and commercialize research-led products such as model portfolios, thematic baskets, investment frameworks, and digital investment solutions.
• Work closely with Research, Technology, Sales, Marketing, and Product teams to launch and expand new offerings.
• Improve product uptake, client engagement, and contribution to revenue across business lines.
• Create proprietary investment frameworks, portfolio construction methods, and product architectures.
• Develop technology-enabled and AI-supported investment solutions that improve investor experience.
• Track product performance continuously and make improvements to drive better outcomes.
• Carry out market analysis, competitor review, and study investor behaviour to guide product decisions.
• Lead, coach, and develop a high-performing team across research, strategy, and product development.
• Support business growth through innovation, commercialization, and product-led expansion.

Requirements

• Strong buy-side research experience with direct involvement in investment decisions and portfolio building.
• In-depth knowledge of equity markets, wealth management, PMS, AIF, and investment advisory businesses.
• Proven track record in research-driven product ideation and product development.
• Hands-on experience creating offerings similar to Smallcase-style products, model portfolios, thematic baskets, investment frameworks, quant strategies, or digital advisory solutions.
• Good understanding of investor behaviour, product positioning, and what drives adoption.
• Capability in portfolio construction, asset allocation, and investment strategy design.
• Ability to identify new investment themes and convert them into scalable products.
• Understanding of the needs of retail, HNI, UHNI, and institutional investors.
• Strong grasp of value investing, growth investing, factor investing, thematic investing, and portfolio framework design.
• Ability to commercialize research and convert intellectual property into revenue-generating products.
• Leadership and management strengths including strategic thinking, cross-functional collaboration, commercial ownership, stakeholder influence, project execution, and team building.
• Qualifications such as MBA in Finance, CFA, CA, FRM, or an equivalent professional credential are expected; additional certifications in product management, data analytics, quantitative finance, or capital markets are preferred.
• NISM certifications will be an added advantage.
• Minimum experience of 12 to 18 years in relevant roles.
• Prior exposure to product strategy, product development, product innovation, or product management is required.
• Background in wealth management firms, PMS houses, asset management companies, fintech platforms, investment advisory firms, research-led organizations, or product-focused capital market businesses is preferred.
• Experience launching, scaling, or managing research-led investment products is mandatory.

Additional information

Location: Mumbai, India

Compensation: INR 40,00,000 to INR 55,00,000 per year

Work arrangement: On-site

Employment type: Full-time

Openings: Not specified

Eligibility: Experienced investment and research professionals who have moved into product strategy, product development, product innovation, or product management and can lead commercialization of research-led offerings.

Notice period / start date: Not specified

Application deadline: Not specified

Duration: Not an internship

Other notes: The role is intended for a senior leader who can build scalable investment products, lead cross-functional teams, and drive business growth through research monetization and product-led expansion.