IndusInd Bank - Regional Wealth Head - Affluent Banking

Overall Job Description:

- Working closely with Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate

- Supporting RMs in activating clients under advisory services.

- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.

- Extensively covering Gujarat - Ahmedabad, Baroda & Rajkot under the hub-and-spoke model Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.

- Updating portfolio and balancing it whenever required based on market dynamics.

- Creating investment proposals basis house view and recommending to the client.

- The proposals are documented and strictly adhered to the bank's compliance.

- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.

- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, NonConvertible Debentures, Real Estate and RE Funds, etc.

- Actively working towards setting up Family Office services for top notch clients of the bank

- Working on plans covering need of family office, market practices and advantages to the firm and clients

- Advising on pricing structure and comparison with competition in India in this space.

- Highlighting the relevance and importance of robust portfolio review and reporting structure.

- Working on timelines, processes and services to help develop and strong Family Office proposition

- Advising clients on Trust services and estate planning.

- Understanding requirements of clients and large family and advising accordingly on setting up trusts and managing businesses and investments through trusts.