Key Responsibilities:
Product Strategy and Development:
- Develop and execute a comprehensive product strategy for digital wealth management, aligning with the overarching business objectives
- Identify market opportunities and drive the development of innovative products that meet the unique needs of investors
- Focus on increasing product penetration and building strategies to drive wealth products.
- Provide specialized solutions in wealth and asset management, catering to the investment needs of clients by offering research-based advice in Wealth products, Mutual Funds, Insurance, PMS, and Structured products.
- Spearhead the development of industry-first end-to-end digital journeys, ensuring a seamless and efficient client experience in specialized digital wealth management solutions.
- the increase in adoption of digital wealth products among target clients and gauge satisfaction levels through regular client surveys.
- the introduction of new digital wealth products to the market and monitor the achievement of business targets related to client acquisition, retention, and revenue growth.
Client-Centric Approach:
- with client relationship teams to understand client needs, preferences, and market trends.
- a client-centric approach to product development, ensuring that solutions are tailored to the specific requirements of our clientele.
- HNI & UHNI clients through digital channels, suggesting and promoting financial products, and achieving business targets.
- responsibility for digital product penetration, increasing digital client wallet share, and driving business growth within the digital wealth and family office sectors.
- the acquisition of new clients through digital channels and track the percentage of a client's total wealth managed through digital wealth products.
- the achievement of business targets related to client acquisition, retention, and revenue growth within the digital wealth segment.
API Architecture and Integration:
- Spearhead the envisioning and execution of API architecture, enabling experimentation with multiple digital journeys for enhanced client experiences
- Drive faster go-to-market strategies across Mobile App, Web, and WhatsApp platforms, leveraging your expertise in API development.
- Provide actionable insights to optimizing client engagement and enhancing overall operational efficiency
- Lead technical discussions and integration efforts with industry-leading MarTech toolsto gain deep insights into customer behavior to facilitate data-driven decision-making.
- Envision and build an innovative communication module within CRM, designed to facilitate real-time communication with users across various channels.
- Utilize this module to send personalized communications via email, WhatsApp, push notifications, and SMS, enhancing user engagement and satisfaction.
- Track the time taken to implement and launch new digital journeys or features enabled by API architecture, along with metrics indicating improved client engagement
- Measure the reduction in operational costs or processing time achieved through API-driven automation and integration efforts.
Cross-Functional Collaboration
- Work closely with cross-functional teams, including investment management, legal, compliance, and technology, to ensure seamless integration of products and services.
- Lead collaboration efforts to enhance the overall client experience and optimize operational processes
Innovation and Differentiation:
- Drive innovation within the product portfolio to differentiate our wealth and family office services in the market
- Stay abreast of industry trends, emerging technologies, and competitive offerings to maintain a cutting-edge product suite.
- Evaluate the perceived differentiation of the organization's digital wealth offerings compared to competitors and track the adoption rate of emerging technologies within digital wealth products
Team Leadership:
- Lead and inspire a high-performing team, providing mentorship and guidance in achieving departmental and organizational goals
- Foster a culture of creativity, excellence, and continuous improvement within the product team.
