Investment Analytics Strategist - Wealth

Designation- Investment Analytics-Strategist

Location -Mumbai

Job Purpose

Investment Analytics Strategist will report to Head - #Investment Analytics and work with Investment committee, Investment Analysts, Sales Heads, Sr. Regional Heads and Market Heads to devise asset class, asset allocation, strategic & tactical market views to facilitate clients to preserve and grow their wealth held with the bank. Such strategy shall be in line with the individual risk appetite of clients

Strategize, Partner and build strategies in line with the bank's long term intent to acquire and retain clients, support the sales team to build a large base of loyal and profitable clients.

1. Responsible for running the Investment Committee.

Own (formulating and developing) the asset allocation framework and investment strategy for Wealth.

2. Defining investment framework as per risk profiles and setting limits for client portfolio exposure to any specific product and rules of eligibility for product

3. Continuously benchmark products, services offered by competitors to serve clients with a wider offering.