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HomeCompaniesEofh Fa Em2 Oraclecloud Com CXInvestment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM

Investment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM

Eofh Fa Em2 Oraclecloud Com CX · Mumbai - Vikhroli, Mumbai, Maharashtra, IN · On Site · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEofh Fa Em2 Oraclecloud Com CX
TitleInvestment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM
Normalized title-
Department / team-
LocationMaharashtra, IN, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-05-28 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Eofh Fa Em2 Oraclecloud Com CX.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Oracle Recruiting Cloud / Fusion HCM.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Maharashtra.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyEofh Fa Em2 Oraclecloud Com CX
Source54499a63-78a4-47fb-8044-568181ef78c1
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description Job Purpose This is a key role for the Investment Advisory Business and will be responsible for designing, developing, and scaling advisory-led investment products and solutions across asset classes The role involves working closely with investment teams, advisors, technology, and compliance, to deliver client-centric advisory propositions that are compliant and scalable Drive Product Strategy: Set-up, define and manage advisory solutions across products and services and align with markets and client requirements Setting up the Investment advisory team centrally to drive the advisory offerings The role demands strong leadership, consultative selling, and deep product expertise across investment products for the HNI and institutional clients Main Accountabilities Client Management: Meeting large clients and disseminating our service capability and ability to share our market/ product views to the clients. Cross‑Functional Collaboration: Work closely with Research, Product, Technology, Operations, and Compliance to deliver product improvements and client solutions Market & Competitor Analysis: Conduct continuous market scanning and provide insights to refine product features and positioning Regulatory Alignment: Ensure all advisory journeys, tools, and product constructs comply with SEBI and internal governance standards Stakeholder Management: Engage AMCs other product providers, client servicing models, and innovation opportunities Performance Monitoring: Track portfolio outcomes and continuously recommend enhancements. Strong understanding of: Capital markets and investment products Portfolio construction and asset allocation Advisory business models and fee structures Experience with SEBI IA regulations and suitability frameworks and Ability to translate investment concepts into simple, client-friendly solutions. Qualifications • Minimum Degree: Post Graduation ( MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CFP would be preferred)

Full job record

Job IDb58e7ceb223ac8b63c26a2e3bcc88090d8329df9
Org ID3b6ff575-520f-4121-8dde-086ccfe05bb7
Source ID54499a63-78a4-47fb-8044-568181ef78c1
Board ID54499a63-78a4-47fb-8044-568181ef78c1
Provideroracle_hcm
Provider Job Key46972
TitleInvestment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM
Normalized Title
Statusactive
Activeyes
Location TextMumbai - Vikhroli, Mumbai, Maharashtra, IN
Department
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionIN
CityMaharashtra
Salary RawDescription Job Purpose This is a key role for the Investment Advisory Business and will be responsible for designing, developing, and scaling advisory-led investment products and solutions across asset classes The role involves working closely with investment teams, advisors, technology, and compliance, to deliver client-centric advisory propositions that are compliant and scalable Drive Product Strategy: Set-up, define and manage advisory solutions across products and services and align with markets and client requirements Setting up the Investment advisory team centrally to drive the advisory offerings The role demands strong leadership, consultative selling, and deep product expertise across investment products for the HNI and institutional clients Main Accountabilities Client Management: Meeting large clients and disseminating our service capability and ability to share our market/ product views to the clients. Cross‑Functional Collaboration: Work closely with Research, Product, Technology, Operations, and Compliance to deliver product improvements and client solutions Market & Competitor Analysis: Conduct continuous market scanning and provide insights to refine product features and positioning Regulatory Alignment: Ensure all advisory journeys, tools, and product constructs comply with SEBI and internal governance standards Stakeholder Management: Engage AMCs other product providers, client servicing models, and innovation opportunities Performance Monitoring: Track portfolio outcomes and continuously recommend enhancements. Strong understanding of: Capital markets and investment products Portfolio construction and asset allocation Advisory business models and fee structures Experience with SEBI IA regulations and suitability frameworks and Ability to translate investment concepts into simple, client-friendly solutions. Qualifications • Minimum Degree: Post Graduation ( MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CFP would be preferred)
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://eofh.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/46972
Apply URLhttps://eofh.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/46972
First Seen At2026-05-31 18:02:11Z
Last Seen At2026-06-06 20:25:02Z
Last Checked At2026-06-06 20:25:02Z
Last Changed At2026-06-06 11:24:05Z
Inactive At
Source Posted At2026-05-28 07:43:13Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=eofh.fa.em2.oraclecloud.com|CX/date=2026-06-06/2026-06-06T20-22-24-373Z-34c4bf24438aafcbe2341b11e294b95549d61a147c2da13bc71b6acd86dc343b.json
Event Fields
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}
Parsed Structured
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Extensions
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Native Structured
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