01Key Responsibilities
Lead and manage enterprise-wide technology initiatives including client reporting portals, mobile apps, data platforms, and CRM enhancementsCreate strategic use cases for AI implementation in processes and lead the projectsOversee implementation of automation tools across operations, sales, and compliance teams to drive efficiency and cost optimization.Engage with vendors, negotiate contracts, and manage partner performance for optimal service delivery and cost savings. - Collaborate with Infrastructure, Product, and Operations teams to design scalable solutions aligned with the firms strategic goals.Design and maintain dashboards for senior management to enable data-driven decision-making.Ensure compliance with technology governance standards and best practices across digital initiatives
Desired Candidate Profile
6+ years of experience in technology leadership roles within Wealth Management, Asset Management, or Capital Markets domains.
Proven track record in delivering digital platforms such as CRM, client portals, and mobile apps in financial services.Deep understanding of financial instruments including Mutual Funds, PMS, AIFs, Equities, and Structured Products.Proficiency in stakeholder engagement and vendor management.Experience in Agile project delivery and working with cross-functional teams.Strong problem-solving skills with a bias towards execution and automation.Educational background in Finance/IT/Engineering. MBA or relevant Masters
Location: Delhi
Reports to: Head Wealth Management Technology .