Axis Bank

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