Head Of Personal Equity

Head Personal Equity

About the Job:

Deven Choksey | DRChoksey Group is building a next-generation, AI-enabled Personal Equity platform aimed at serving investors across segments through a digital-first, advisory-led, and research-backed approach.

We are looking for a business-first, digitally fluent leader to build and scale this vertical with complete ownership. This is not a legacy book-management role it is a platform-building mandate with responsibility for strategy, acquisition, advisory framework, and long-term franchise creation.

The selected candidate will work closely with the Promoter and leadership team in a startup-style environment supported by institutional-grade research, technology, and compliance infrastructure.

Roles & Responsibilities

1. Platform & Business Building

• Build and scale the Personal Equity vertical from the ground up.
• Design the operating model covering acquisition, advisory, engagement, and retention.
• Establish scalable frameworks for onboarding, servicing, and retention.
• Identify growth levers across digital, partnerships, and advisory networks.

2. Client Acquisition & Relationship Management

• Drive acquisition of equity-focused investors across segments.
• Build long-term advisory-led relationships.
• Develop high-conviction, research-backed investment engagement strategies.
• Ensure a seamless, digital-first client experience.

3. Product & Investment Alignment

• Collaborate closely with research and investment teams.
• Translate research insights into structured client positioning.
• Identify emerging equity themes and align platform strategy accordingly.

• Leverage AI-driven tools and analytics for investor engagement and portfolio monitoring.
• Optimize platform performance through data and behavioral analytics.
• Coordinate with technology teams to enhance scalability and automation.

5. Revenue & Performance Ownership

• Own P&L responsibility for the Personal Equity vertical.
• Drive AUM/AUA growth and revenue expansion.
• Track performance metrics including acquisition cost, client lifetime value, and revenue productivity.
• Build sustainable and scalable revenue streams.

6. Leadership & Team Development

• Build and mentor a high-performance advisory and execution team.
• Establish a performance-driven and compliance-aligned culture.
• Coordinate cross-functionally with Research, Compliance, Technology, and Operations teams.

Skills Required:

1. Domain Skills:

• Strong understanding of Indian equity markets and capital market ecosystem.
• Experience in wealth management, advisory, broking, or equity platform businesses.
• Exposure to AUM/AUA-driven revenue models.
• Knowledge of equity products and related investment instruments.
• Understanding of SEBI regulations and compliance requirements in advisory/equity businesses.
• Ability to convert research insights into actionable investment positioning.

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2. Technical Skills:

• Familiarity with digital investment platforms and CRM systems.
• Strong analytical and data-driven decision-making capability.
• Comfort working with AI-enabled tools for client engagement and tracking.
• Knowledge of performance metrics such as AUM growth, client acquisition cost, and revenue productivity.
• Proficiency in MS Office, reporting dashboards, and presentation tools.

3. Managerial Skills:

• Entrepreneurial mindset with strong ownership orientation.
• Strategic thinking with execution discipline.
• Strong leadership and team-building capabilities.
• Excellent communication and relationship management skills.
• Ability to operate in a startup-style yet compliance-driven institutional environment.
• Decision-making ability under growth and performance pressure.

Qualification & Experience:

• MBA (Finance/Marketing) / CA / CFA (preferred) / Equivalent financial qualification.
• Relevant NISM certifications preferred.
• 512 years of experience in Equity Markets, Wealth Management, Advisory, Broking, or Investment Platforms.
• Demonstrated experience in client acquisition and AUM/AUA-led business growth.
• Exposure to scaling a vertical or managing revenue responsibility preferred.
• Prior P&L ownership experience will be an added advantage.