Investment Advisory :&nbsp; 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 :&nbsp; - Assist in the investment portfolio asset allocation of customers. - Allocation between different asset classes &amp; 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, alternate products, etc. - Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review :&nbsp; - Monitor specific portfolios (HNWIs / Corporates) - Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics &amp; Product Expertise :&nbsp; - Coach RM teams on 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. &nbsp; Investment Product Research :&nbsp; - 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) :&nbsp; - No. and Quality of new proposals and portfolio reviews done- and the resultant increase in revenue and AUM building opportunities Portfolio Monitoring :&nbsp; - Reviewing client portfolios and interacting with RMs / clients as per laid down process. - RM &amp; Customer feedback on - Quality of advice on asset allocation - Proactive in revising the asset allocation as model portfolio changes. Training :&nbsp; - Trainings conducted (Count / Hours / No. of RMs) Investment Products :&nbsp; - No and type of products, along with quality of evaluation / due diligence - Updates on the existing products distributed - Overall experience&nbsp; 7 - 12 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. - Understanding of quantitative asset allocation methodologies. - Ability to develop view on risk associated with different product investments. - Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. - Ability to work with experienced team. - Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs. Any one or more of the following: MBA (Finance), CA, CFA, CFP

Hubli

Madurai

Raipur

Vishakhapatnam/Vizag

Axis Bank - Investment Counselor - Affluent Business  

Axis Bank - Investment Counselor - Affluent Business   ,Job Description for Axis Bank - Investment Counselor - Affluent Business   in Axis Bank in  Hubli Madurai Raipur Vishakhapatnam/Vizag for (7-12) years of experience. Apply Now!

Job Description for Axis Bank - Investment Counselor - Affluent Business   in Axis Bank in  Hubli Madurai Raipur Vishakhapatnam/Vizag for (7-12) years of experience. Apply Now!