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RB - Affluent Business:Investment specialist

Axis Bank·Hyderabad

Pay not stated10–13 yrsFull-time
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About the role

Investments Specialist manages the sales team of Affluent resources for each circle.

What you'll do

  • Assist in the investment portfolio asset allocation of customers
  • Allocation between different asset classes & subclasses
  • Decisions on products with the asset / sub-asset class
  • Meeting / interaction with the respective RM and the client
  • Portfolio Monitoring / Review

What you need

  • 10–13 yrs of experience
  • Mutual funds
  • CFA
  • Sales
  • Risk management
  • Due diligence
  • Chartered Accountant or CFA or MBA

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Can I apply
Open to any education · Junior level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Early: posted 6 h ago on their own site