Vice President – Investment Advisory

Position Overview:

Lead and institutionalize the advisory practice for a digital-first wealth platform in India, with end-to-end ownership of advisory strategy, client outcomes, AUA growth, and governance. The role focuses on building a scalable, high-quality advisory ecosystem that enhances portfolio performance, deepens client relationships, and drives sustainable business impact.

Role Type:

People Manager with team handling.

Responsibilities

1. Advisory Strategy & Business Ownership

• Build and scale a differentiated India advisory value proposition to deepen advisory engagement across client segments.
• Own AUA growth, portfolio quality, and commercial yield through advisory-led interventions.
• Identify and drive engagement across large and strategic client segments via structured advisory frameworks.
• Take full ownership of advisory viability as a business, including penetration, rev...