RB - Affluent Business: Investment Strategy Team
MumbaiFull-time13–15 yrsPosted 1 week ago
Leadership consulting role at Axis Bank in Mumbai. Needs 13–15 years and an MBA.
About the role
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.
What you'll do
- Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas
- 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
What you need
- Research
- Project management
- Capital markets
- Mutual funds
- MIS reporting