Axis Bank - Investment Counselor

Investment Advisory:

To start with, work with some of the Senior Investment Advisors from the team to achieve the KRAs as defined in greater detail below. Over a period of time, to start working directly with the RMs and clients of the Bank.

Asset Allocation:

- Assist in the investment portfolio asset allocation of customers.

- Allocation between different asset classes & subclasses.

- Decisions on products with the asset / sub-asset class.

- This will require a good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternative products, etc.

- Meeting/interaction with the respective RM and the client

Portfolio Monitoring / Review:

- Monitor specific portfolios (HNWIs / Corporates)

- Reallocate these portfolios as and when the requirement for risk management or sales opportunity comes up.

Economics & Product Expertise:

- Coach RM teams on the latest products and research available, including

- Conduct the market update calls for the RMs on a regular basis

This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts.

Investment Product Research:

- Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank

- Client calls (along with the RM) to educate, provide details and source investments in these products

- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same

Increase in Assets Under Management (AUM):

- No. and Quality of new proposals and portfolio reviews done and the resultant increase in revenue and AUM building opportunities

Portfolio Monitoring:

- Reviewing client portfolios and interacting with RMs / clients as per laid down a process.

- RM & Customer feedback on

- Quality of advice on asset allocation

- Proactive in revising the asset allocation as model portfolio changes.

Training:

- Training conducted (Count / Hours / No. of RMs)

Investment Products:

- No and type of products, along with the quality of evaluation / due diligence

- Updates on the existing products distributed

- The overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers.

- Understanding quantitative asset allocation methodologies.

- Ability to develop a view on the risk associated with different product investments.

- Capability to satisfactorily engage with the client to analyze risk appetite and investment goals.

- Ability to work with an experienced team.

- Ability to understand, synthesize and communicate insights from central Investment advisory/research team to RMs.

Anyone or more of the following: MBA (Finance), CA, CFA, CFP