Head of Research & Products (Fintech)

Head of Research & Products

Location: Mumbai

CTC: ₹30 – ₹55 LPA

Position Overview We are seeking a dynamic and experienced professional to lead our Research & Products division. The ideal candidate will have a strong buy-side research background and a proven track record in investment decision-making, product ideation, and development. This role demands strategic thinking, cross-functional leadership, and the ability to innovate and commercialize research-driven investment products.

Key Responsibilities

• Lead research initiatives and product development strategies to create innovative investment products.
• Oversee the ideation, design, and execution of research-based products such as Smallcase, Model Portfolios, Thematic Baskets, and Digital Advisory Solutions.
• Analyze investor behavior and market trends to inform product positioning and adoption strategies.
• Collaborate with cross-functional teams, including Technology, Sales, and Marketing, to drive product innovation and commercialization.
• Develop and implement investment frameworks, portfolio methodologies, and quantitative strategies.
• Utilize data analytics and investor behavior analytics to enhance product performance and optimize offerings.
• Mentor and build a high-performing team, fostering talent development and cross-functional collaboration.
• Manage stakeholder relationships and influence key decisions regarding product strategy and market positioning.

Domain Skills

• Strong buy-side research background with experience in investment decision-making and portfolio construction.
• Deep understanding of Equity Markets, Wealth Management, PMS, AIF, and Investment Advisory businesses.
• Proven experience in research-based product ideation and development.
• Expertise in portfolio construction, asset allocation, and investment strategy development.
• Ability to identify emerging investment themes and convert them into scalable products.
• Strong knowledge of various investment strategies, including value, growth, factor, and thematic investing.

Technical Skills

• Proficient in product strategy, lifecycle management, and investment framework design.
• Experience with AI-enabled product development and research automation tools.
• Skilled in data analytics, product analytics, and investor behavior analytics.
• Proficient in Python and quantitative research tools.
• Familiarity with dashboarding, reporting, and business intelligence tools.
• Advanced Excel skills, including financial modeling and scenario analysis.

Managerial Skills

• Strong product innovation and business-building capability.
• Strategic thinker with a long-term vision for product development.
• Excellent cross-functional leadership and team management skills.
• Strong commercial acumen and revenue ownership capabilities.
• Effective project and program management skills.
• Proven decision-making and problem-solving abilities.

Qualifications

• MBA (Finance), CFA, CA, FRM, or equivalent professional qualification.
• Additional certifications in Product Management, Data Analytics, Quantitative Finance, or Capital Markets preferred.
• NISM Certifications will be an added advantage.

Experience

• Minimum 10–18 years of relevant experience, with a strong emphasis on buy-side research.
• Proven transition into product strategy, development, innovation, or management.
• Experience in Wealth Management Firms, PMS Houses, Asset Management Companies, FinTech Platforms, or Research-led Organizations is preferred.
• Demonstrated experience in launching, scaling, or managing research-led investment products is mandatory. Skills: investment strategies,decision-making,product positioning,python,pms,buy-side,wealth management,data analytics,product strategy,innovative investment products