RB - Affluent Business: Investment Strategy Team

Job Description

Title Job Title RB - Affluent Business: Investment Strategy Team Grade VP/AVP/SM/M/AM Department Affluent Business No. of Positions 10 Location CO, Worli Reporting Authority Job Name Head Investment Strategy No. of Direct Reports 3/2/1 Team Size 3/2/1 Job Description The candidate will be an Investment Strategist - Equity or Fixed Income or Alternate Asset Class for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank. Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas Key focus on providing powerful insights that help position these shortlisted products to clients Creating monthly Strategy Deck and other analytical tools & presentations for circulation to internal team Providing all requisite support to the team of RMs on equity products & investment proposals Responsible for tracking equity product sales for the business channel Provide support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement, guidance on proposition/process related queries and resolution of issues being faced by them / their clients Manage internal & external stakeholders: Updating key stakeholders Partners, Service Partners, Senior Management on the proposition - features & benefits along with changes where applicable. Liaise with CO team to reconcile MIS and Report Regular co-ordinate with the AMCs on any specific Product update Key Relationships (Internal or External Stakeholders) Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners Major Competencies Required Excellent presentation and good analytical skills Strong communication skills Good interpersonal skills and a strong team player Ability to work in a cross functional setup. Ability to analyze processes and reengineer them. Project management and Time Management skills Must be a self-starter Academic Qualifications / Nature of Relevant Work Experience Required Optimal qualification for success on the job is: MBA or equivalent degree