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RB - Affluent Business: Investment Strategy Team

RB - Affluent Business: Investment Strategy Team

Axis Bank

7 - 9 years

9 - 11 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Time management Mutual funds MIS Fixed income Project management Equity Product research Analytics Secondary research Investment

Work Mode

Work from Office

Job Type

Full Time

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

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RB - Affluent Business: Investment Strategy Team