Investment Product Specialist

Indusind Bank

5 - 10 years

5 - 10 Lacs

mumbai maharashtra india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

market research client communication analytical skills power point chatgpt said: product evaluation risk management

Work Mode

On-site

Job Type

Full Time

Job Description

Product Evaluation & review across equity, fixed income, gold, off shore investments, bonds, SGB, NPS, gift city products, etc
Product ideation & structuring & dynamic product monitoring
Quantitative & Qualitative research
Market updates & presentations & client communication

Core Responsibilities

AMC Relationship Management, due diligence
New Product Evaluation, risk management & product notes
Market intelligence, Product trends in the industry
Product & Portfolio Review & reports of performance
Product Training & fund manager conference calls
Product & Market Updates, ready reckoners
Market event notes & client communication
Newsletter management
Ranking Process, Model Portfolio, asset allocation strategies & Fund selection monthly
Market Presentations, Monthly theme
Client circulation content management
Liaison with partners on research like CRISIL, Morning star, ICRA, etc
Work closely with Investment Specialist and RMs
Skill & knowledge enhancement to empower sellers to deepen engagement on investment products
Streamline process and make it friction free to understanding Investments & client requirements
Bundle components into turnkey systems, look for innovative practices

Technical Experience

Good understanding of banking and financial knowledge
Good understanding of markets & products & categories across asset classes
Strong analytical skills, Proficiency with MS Word, Excel, Power point

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