Product Lead

Equirus Capital Pvt. Ltd.; Mumbai; On-site; INR 4,500,000 - 8,500,000; Full time

Job summary

A leading mid-market investment bank in Mumbai is looking for a Product Lead to shape product strategy and drive growth in their Wealth Management division. The role requires extensive experience in investment products, stakeholder engagement, and team leadership. Ideal candidates will possess an MBA, CA or CFA, along with at least 15 years in related fields. Competitive compensation will be offered.

Qualifications

• 15+ years of experience in wealth management or investment advisory.
• Strong understanding of Equity, Debt, and Alternative Investments.
• Proven ability to design and deliver product strategies that drive AUM.

Responsibilities

• Define and own the product vision and roadmap for Wealth Management.
• Collaborate with internal teams on client portfolio reviews.
• Use data-driven insights for business opportunities.
• Engage with AMCs, PMS/AIF managers, product manufacturers, and partners.
• Mentor and build product & research teams.
• Drive long-term AUM and revenue growth.

Skills

Investment product expertise

Stakeholder management

Excellent communication

Leadership skills

Data-driven insights

WealthTech

Education

CA / CFA / MBA (Finance)

CFA

MBA (Finance)

Tools

Microsoft Office (Excel, PowerPoint)

WealthTech tools

Job description

Mumbai, Maharashtra, India Career Level: Refer to Job Description for experience details. Education: MBA/PGDM Full time 2 weeks ago

Salary: Negotiable Positions: 1 No. of Application: 0

Job Views: 17

Job Description:

Equirus Wealth Private Limited

Job Description

About Equirus

Equirus is a leading mid ‑ market investment bank with strong practices in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

We pride ourselves in being a trusted partner—delivering the best results for corporates in their growth and capital needs, and for families in managing and growing their wealth. Led by seasoned bankers, we work with some of the most reputed investors globally.
Learn more at www.equirus.com .

About the Role

The Product Lead will spearhead the product strategy, innovation, and execution for the Wealth Management division. This leadership role demands a strong combination of investment product expertise, strategic vision, and business acumen to enhance client offerings, drive AUM growth, and strengthen our competitive positioning.

Key Responsibilities

• Define and own the Wealth Management product vision and roadmap, aligned to business growth and client needs.
• Introduce, evaluate, and enhance product offerings across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance-linked solutions.
• Stay ahead of industry trends and regulatory developments to ensure best-in‑class, compliant, and differentiated product suite.
• Lead product research, due diligence, and performance monitoring across asset classes.
• Develop robust frameworks for product selection, approval, and periodic review.
• Provide strategic product insights and recommendations for HNI, UHNI, and NRI client segments.

3. Stakeholder & Team Leadership

• Collaborate with internal Relationship Managers and Sales teams on client portfolio reviews and large-client presentations.
• Engage actively with AMCs, PMS/AIF managers, product manufacturers, and ecosystem partners.
• Mentor, guide, and build a strong product & research team.

4. Business Growth & Insights

• Partner with leadership to drive long-term AUM and revenue growth.
• Use data‑driven insights to recommend new business opportunities, operational improvements, and digital adoption.
• Ensure the WealthTech platform remains competitive, scalable, and client‑centric.
  

Role Requirements (Qualification & Experience)

• Education: CA / CFA / MBA (Finance) preferred.
• Experience: 15+ years of progressive experience in wealth management, product strategy, or investment advisory, with strong exposure to HNI/UHNI client
  products.
• Strong understanding of Equity, Debt, and Alternative Investments.
• Proven ability to design and deliver product strategies that drive AUM and revenue growth.
• Excellent stakeholder management, communication, and leadership skills.
• Adept at Microsoft Office (Advanced Excel, PowerPoint) and comfortable with digital platforms/WealthTech tools.