Investment Analytics Manager-Wealth- Ahmedabad- Hdfc Bank

Job Purpose

Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the banks strategy so as to achieve and maintain leadership position in the location / region.

Role & responsibilities

To be seen as an indispensable partner to the assigned Relationship Managers on their client solutions for investment products.

Identify clients risk appetite by following the structured risk profiling process of the bank, determine / validate client's risk appetite, investment preference, liquidity requirements, return expectation and suggest suitable investment products distributed by the bank.

Ideate and provide / refer diverse recommended investment options to achieve the clients requirements and provide solutions appropriate for the client's product needs.

Support the Relationship Mangers in new client acquisition to wealth by demonstrating the banks capabilities, providing quality proposals, review of their investment holdings outside of HDFC Bank

Increase investment penetration across client base and RM base. Identify and develop alternative procedures of business development to draw new assets. Attract new assets from existing and prospective clients (Net new money). Collaborate and suggest new products with the product team through local market intelligence.

Ensure that the reviews and new product proposals are in line with the investment strategy, products approved by the bank

Preferred candidate profile

• Minimum 5 years of experience in wealth management
• Domain knowledge of Investment products.

• Other mandatory regulatory certification: NISM

Interested candidate please share your resume on below mail if

krina.pandya@hdfcbank.com

Regards,

Krina Pandya