Home › Companies › Eofh Fa Em2 Oraclecloud Com CX › Investment 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
| Field | Value |
|---|---|
| Company | Eofh Fa Em2 Oraclecloud Com CX |
| Title | Investment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM |
| Normalized title | - |
| Department / team | - |
| Location | Maharashtra, IN, United States |
| Work model | On Site |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-05-28 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Eofh Fa Em2 Oraclecloud Com CX. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Maharashtra. | Open |
| Work model jobs | Active On Site postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Eofh Fa Em2 Oraclecloud Com CX |
| Source | 54499a63-78a4-47fb-8044-568181ef78c1 |
| ATS provider | Oracle 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 ID | b58e7ceb223ac8b63c26a2e3bcc88090d8329df9 |
| Org ID | 3b6ff575-520f-4121-8dde-086ccfe05bb7 |
| Source ID | 54499a63-78a4-47fb-8044-568181ef78c1 |
| Board ID | 54499a63-78a4-47fb-8044-568181ef78c1 |
| Provider | oracle_hcm |
| Provider Job Key | 46972 |
| Title | Investment Advisory Product Lead - Wealth - Advisory - Mumbai - Vikhroli - MM |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Mumbai - Vikhroli, Mumbai, Maharashtra, IN |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | on_site |
| Remote Policy | — |
| Country | United States |
| Region | IN |
| City | Maharashtra |
| Salary Raw | 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) |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://eofh.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/46972 |
| Apply URL | https://eofh.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/46972 |
| First Seen At | 2026-05-31 18:02:11Z |
| Last Seen At | 2026-06-06 20:25:02Z |
| Last Checked At | 2026-06-06 20:25:02Z |
| Last Changed At | 2026-06-06 11:24:05Z |
| Inactive At | — |
| Source Posted At | 2026-05-28 07:43:13Z |
| Source Updated At | — |
| Raw Payload Uri | s3://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 |
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