Rb - Affluent Business: Investment Strategy Team

1 day ago

Mumbai Maharashtra, India Axis Bank Full time

**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
- Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas
- Key focus on providing powerful insights that help position these shortlisted products to clients
- 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, guidance on proposition/process related queries and resolution of issues being faced by them / their clients
- Manage internal & external stakeholders:

- Updating key stakeholders Partners, Service Partners, Senior Management on the proposition - features & benefits along with changes where applicable.
- Liaise with CO team to reconcile MIS and ReportRegular co-ordinate with the AMCs on any specific Product update**Key Relationships (Internal or External Stakeholders)**
- Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners

**Major Competencies Required**
- Excellent presentation and good analytical skills
- Strong communication skills
- Good interpersonal skills and a strong team player
- Ability to work in a cross functional setup.
- Ability to analyze processes and reengineer them.
- Project management and Time Management skills
- Must be a self-starter

**Academic Qualifications / Nature of Relevant Work Experience Required**
- Optimal qualification for success on the job is: _
- MBA or equivalent degree

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