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Axis Bank
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RB - Affluent Business:Investment Strategy Team-Fixed Income

RB - Affluent Business:Investment Strategy Team-Fixed Income

Axis Bank

4 - 9 years

6 - 11 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Analytical skills Interpersonal skills Excel Wealth management Fixed income Mutual funds Focus Product research Monitoring Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Title

Job Title

RB - Affluent Business: Investment Strategy Team-Fixed Income

Grade

SM/M

Department

Affluent Business

No. of Positions

Location

CO, Worli

Reporting Authority Job Name

Head Investment Strategy - Fixed Income

No. of Direct Reports

Team Size

Job Description

The candidate will be an Investment Strategist - Fixed Income for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank.

Seamlessly navigating between treasury, sales teams and service teams, and coordinate with clients along with the Burgundy Private Partner to efficiently carry out time-bound Market transactions in Bonds
Identification and evaluation of Fixed Income ideas, and monitoring activities on existing suite of focused ideas
Liaising with various Debt Mutual Funds for regular updates on portfolio quants for onward communication to the Burgundy Private Partners
Preparing product notes and pitch decks for focused product ideas within Debt Mutual Funds, AIFs and bonds
Creating the Monthly Investment Strategy presentation and other analytical tools & presentations for circulation to the internal team
Providing all requisite support to the Burgundy Private Partners on Fixed Income products & Investment proposals
Providing 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

Key Relationships (Internal or External Stakeholders)

Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners

Major Competencies Required

Excellent presentation and analytical skills
Strong communication and negotiation skills
Good interpersonal skills and a strong team player
Ability to work in a cross functional setup
Intellectually curious
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. Finance specialization preferred
At least 4 years of work experience preferably in a wealth management firm
Good knowledge and experience of advanced MS Excel
Background in Fixed Income would be a plus

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