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Investment Analytics Manager-Wealth

Hdfc Bank·Mumbai

Pay not stated8–19 yrsFull-time

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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

  • 8–19 yrs of experience
  • Analytics
  • Business development
  • Risk management
  • Compliance
  • Reporting
  • HTML
  • Chartered Accountant or MBA

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