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Hiring for Axis Bank - Investment Counselor in Mumbai, Patna for Exp. 7 - 12 yrs at Axis Bank Limite (Job in Mumbai)

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Job Description: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


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Posted on: Saturday, 10 November, 2018  09:54
Expires On: Sunday, 03 April, 2022  18:30

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