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Indusind Bank
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IndusInd Bank // Regional Investment Head - Pioneer // Mumbai

IndusInd Bank // Regional Investment Head - Pioneer // Mumbai

Indusind Bank

8 - 10 years

20 - 25 Lacs

mumbai mumbai suburban

Posted:-1 days ago| Platform:

Apply

Skills Required

wealth management investment advisory portfolio management investment strategies financial advisory investment management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidates,

IndusInd Bank is hiring for Regional Investment Head - Pioneer Banking, Mumbai location.

Job title: Regional Investment Head - Pioneer

Location: Mumbai

Reports to:

Role Details

Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration.

Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
Supporting RMs in activating clients under advisory services
Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
Understanding and profiling clients risk appetite, accordingly advise on investment opportunities.
Updating portfolio and balancing it whenever required based on market dynamics.
Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the banks compliance.
Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.

EDUCATION

Essential requirement:

Preferred:

WORK EXPERIENCE

Essential requirement:

Preferred:

Desired Behavioral / Functional Traits

Prior experience as investment advisor.
Excellent communication, analytical & reviewing skills
The person should be able to drive business strategies based on the data trends & analysis
Inter-personal coordination & Team Player
Excellent ability to use Excel and PowerPoint

hricha.deoraj@indusind.com

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