Wealth Management Head

Dear Jobseker,

We are a Pan-India operated recruitment firm in Kolkata.We have a following

Head of Products Wealth Management position opening for one of our prestigious client. Details as given below:

About client company: It is a first and reliable Financial Services business in Eastern India that houses two business verticals primarily, i.e. Broking and Wealth Managemnt . Under the pillar of Broking , they cover the range of Equities, Derivatives, and Currencies. Under the pillar of Distribution, they include portfolio management services (PMS), Insurance Products, IPOs, Mutual Funds, Fixed Deposits, Bonds and other financial products. It has its own Mutual Fund and Equity APP for thier clients .

The company initially focused on the core business of stockbroking . Later it diversified to other areas in the financial services sector such Distribution of mutual funds and PMS & AIF and Un listed products . It also provides Family Office and Advisory Services to investors. It operates across many parts of india.

Job Position: Head of Products Wealth Management

Location: Kolkata

Salary-As per industry standard

The Head of Products will lead the evaluation, selection, and monitoring of investment products across asset classes including Mutual Funds (MFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Structured Products. This role requires building a deep understanding of fund strategies, conducting detailed product due diligence, maintaining strong relationships with fund managers, and delivering quarterly product reviews to guide investment decisions.

The candidate will serve as the internal product expert, enabling the wealth team to make informed recommendations and ensuring clients access best-in-class investment opportunities.

Key Responsibilities

1. Product Research & Analysis

• Conduct in-depth qualitative and quantitative analysis of investment products (MFs, PMS, AIFs, Structured Products).
• Benchmark products against peers using performance, risk, and cost metrics.
• Evaluate investment styles, fund manager track records, portfolio construction, and market positioning.

2. Due Diligence & Monitoring

• Undertake initial and ongoing due diligence of fund houses and managers.
• Track product performance on monthly/quarterly basis versus benchmarks and peer group.
• Assess portfolio risks, drawdowns, and adherence to stated mandates.

3. Fund Manager Engagement

• Conduct quarterly review meetings with fund managers to understand strategy shifts, portfolio changes, and forward outlook.
• Challenge fund managers on positioning, performance, and risk exposures.

4. Product Selection & Recommendation

• Provide objective, data-backed product recommendations to the wealth team.
• Clearly articulate why one product is superior to another in terms of suitability for client portfolios.
• Contribute to the Investment Policy Statement (IPS) and asset allocation decisions.

5. Metrics & Reporting

• Build and maintain product performance dashboards with key metrics (alpha, beta, Sharpe ratio, Sortino ratio, Information ratio, tracking error, drawdowns, standard deviation, etc.).
• Deliver quarterly product notes, reviews, and whitepapers for internal and client-facing use.

6. Strategic Initiatives

• Stay updated with regulatory changes (SEBI, RBI) impacting products.
• Explore innovative products and global investment trends for inclusion.
• Contribute to thought leadership by developing investment insights.

Key Skills & Competencies

• Strong knowledge of financial products: MF, PMS, AIF, structured products, bonds, ETFs.
• Expertise in fund analysis (quantitative metrics + qualitative assessment).
• Strong financial modeling & Excel skills; familiarity with Bloomberg/FactSet/CRISIL MF tools.
• Analytical mindset with ability to simplify complex product concepts.
• Excellent communication and presentation skills.
• Strong stakeholder management (fund managers, internal teams, clients).

Qualifications & Experience

• MBA (Finance) / CFA / CA / Postgraduate in Finance preferred.
• 7-12 years of experience in product management, investment research, or fund analysis (preferably in wealth management or AMC).
• Proven track record of product evaluation and due diligence.
• Strong understanding of SEBI guidelines on investment products.

Interested candidates can email their resumes to jayeta@suparshrecruitment.com

Regards

Jayeta Chakraborty

Sr.HR Manager

Suparsh Recruitment

Job Type: Full-time

Pay: ₹900,000.00 - ₹1,600,000.00 per year

Work Location: In person