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Tier-1 bank and metro Mumbai increase visibility, but senior, specialized wealth role limits applicant density.
Requires deep wealth management and markets expertise plus CFA/MBA, making cross-industry transfers difficult.
Mandatory 11+ years, MBA/CFA, investment expertise and leadership make hiring filters highly rigid.
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Lead an 8–9 person Mumbai-based team supporting Specialists and Strategists in Wealth Management Solutions by delivering high-impact investor communications and scalable advisor/client content.
Drive process excellence, operational metrics, and AI-enabled workflow adoption to transform coverage of managed solutions across equities, fixed income, private equity, hedge funds, and related products.
Act as player-coach by managing priority deliverables hands-on while developing talent, ensuring alignment with global teams, and providing strategic oversight of team performance and workflows.
MBA or CFA (or equivalent) required with 11+ years of relevant experience in investments domain.
Proven people management experience leading dynamic, high-performing teams in a matrixed organization.
Extensive knowledge of global markets and investment solutions including managed solutions, portfolio construction, and capital markets products.
Advanced proficiency in Microsoft Office and experience with market data/research tools such as Bloomberg or FactSet.
Experienced leader capable of balancing hands-on delivery with team development and strategic oversight in a complex, global financial environment.
Strong strategic thinker with proven track record in driving operational rigor, stakeholder management, and communication across multiple internal and external partners.
Demonstrated interest and practical adoption of investment technology and AI tools to enhance efficiency, quality, and scalability of investment content and workflows.