Lead - Product Alternates - Alternative Investment

Lead Product Alternates
Location - Mumbai
Organization Overview :

We are the private wealth management arm of one of India's most prominent non-banking financial companies (NBFCs), with a pan-India presence across all major metros and Tier-1 cities. Our wealth platform serves a curated client base of Ultra-High-Net-Worth Individuals (UHNWIs), family offices, corporate treasuries, and senior professionals - managing assets across the full spectrum of financial and alternative products.

Role Purpose & Context :

This role sits at the intersection of product strategy, investment due diligence, and wealth distribution - and represents a rare opportunity to build and lead India's most comprehensive alternate product platform.

Key Responsibilities :

• Manage the Alternate Investment Products portfolio, including Private Equity, Venture Capital, Private Credit, Real Estate, and Infrastructure funds, ensuring a strong and differentiated product offering for clients.
• Track and evaluate alternative investment opportunities in domestic and global markets. Identify and engage with fund managers and investment platforms that align with client requirements.
• Build and maintain relationships with fund managers, industry participants, and partners to source new investment opportunities.
• Develop and update product onboarding policies, including eligibility criteria, due diligence processes, and fee structures.
• Maintain a pipeline of upcoming investment products and provide regular product strategy recommendations to senior management.
• Lead the due diligence process for new product onboarding by evaluating investment strategy, fund structure, legal aspects, manager track record, operational capabilities, and risk management practices.
• Prepare investment notes and recommendations for the Investment Committee, highlighting key risks, opportunities, and portfolio suitability.
• Monitor onboarded products on an ongoing basis through performance reviews, NAV tracking, capital calls, distributions, and manager interactions.
• Identify and escalate potential risks such as covenant breaches, valuation concerns, delayed distributions, or portfolio stress indicators.
• Support the structuring and execution of co-investment opportunities for UHNI and Family Office clients.
• Develop product marketing materials, including presentations, product notes, comparison reports, and portfolio construction guides.
• Conduct training sessions for Relationship Managers on product features, investment strategy, risks, performance, and client suitability.
• Participate in client meetings and presentations to support Relationship Managers in discussing alternate investment products with UHNI, Family Office, and institutional clients.
• Track sales performance of onboarded products and work closely with internal stakeholders to drive product adoption and business growth.

Experience Required :

• Minimum 10 years of experience in financial services.
• At least 8 years of hands-on experience in Alternate Investments, Private Equity, Private Credit, Venture Capital, Real Estate Funds, Fund Advisory, Product Management, or Investment Research.
• Hemisha- Radiate Rays Consultancy