Investment Analytics Manager-Wealth
MumbaiFull-time8–19 yrsPosted 1 week ago
Senior finance role at Hdfc Bank in Mumbai. Needs 8+ years and a CA or MBA.
About the role
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What you'll do
- Client Management; Act as a trusted partner to Relationship Managers for client investment solutions; Identify client risk appetite, preferences
- Investment products distributed by the bank. 3
- Provide solutions appropriate for the client's product needs 4
- Through templated portfolio reviews and suggestions. 5
- Region. Training & Development
What you need
- Analytics
- Business development
- Risk management
- Compliance
- Reporting
- HTML