RB - Affluent Business:Fixed Income & Alternate Products Research Analyst

Job Description

RB - Affluent Business Fixed Income & Alternate Products Research Analyst
INTERNAL USAGE: (to be removed before publishing externally
No. of Vacancies: Manager: Branch Operations Head
Is a Team leader N Team Size:
Grade: VP/SVP
Business: Affluent Business Department: Affluent Business Sub-Department: NA
Location: Across India
About Branch Banking
With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services
AbouttheRole
With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services
Key Responsibilities
Attrition to be controlled for high performing candidates

Development of Review Tools, Risk Model and Enhancement of Client Reporting-

o Development and adding new features to Review Tools

o Updation of MF & PMS Review Tools on Monthly basis

o Working on other peripheral works to improve reporting of IPS Statement.

o Assisting Sparsh Team to bring all tax related information of client across bank products and TPP investment under single click on IB/MB platform

Development, Regulation & Maintenance of Alternate Products-

Identifying, Ideation of Product and Entity Due Diligence, for AIF/PMS Product

Identifying, Ideation of Product and Entity Due Diligence, for Offshore Product

preparation of rationale note for all AIF / PMS product,

building and updating models on PMS and fixed income

evaluating changes in Asset Allocation and model portfolio structure,

interactions with AMCs for product updates, market views, etc.

Identifying, evaluating and sourcing Good Yielding structured products,

Sourcing deal for higher rated primary and secondary market debt offerings for our customers

Assisting DBAT team to create MF module on MB platform

Assisting Sparsh team for client obsession

Interaction with IPG / Product Team Priority Team Affluent Business Team (ICs, SRMs & RMs)-

Handling WSs / RMs queries as asked by clients

Preparing sales pitch as required by sales team

Reviewing Client Portfolio on requirement

Helping IPG / Product Team on various issues in the scheme rationalization

Following with RM for client pending drawdown amount in a product

Preparing research reports and presentations related to MF and Alternate Products

Preparing reports and presentations related to equity and debt markets.

Preparing Monetary Policy, Investment Perspectives, Union Budget and Presentations across other products

Note or Presentation on Alternate Products as required by team

Monthly corporate presentation on Fixed Income

Quarterly EPF Review presentation

Sourcing secondary market bond quotes for clients (AAA bonds, Tax Free bonds, Structured Products, etc.)

Regulatory requirement- Completion of all modules which are mandatory and regulatory requirement

Qualifications
Optimal qualification for success on the job is:

Graduation/ MBA from a recognized university

8 - 15 years in the BFSI sector

Role Proficiencies:
A successful candidate should possess the following:

Knowledge of banking regulations and norms

Maintain a high level of knowledge of banking products and services

Good communication (both verbal and written) skill in both English and the local language

Ability to handle pressure and meet deadlines

Good networking and relationship building skills

For successful execution of the job