Job Title
Investment Analytics Manager
Business Unit
Private Banking
Reporting To
Regional Head - Investment Analytics Manager
Job Function and Role Type
Product Specialist, Individual Contributor, Moderate Travel Required
Version No
1.0
Job Purpose
Partner with Relationship Managers and leadership to provide professional investment guidance, driving the bank's investment strategy to achieve leadership in the region.
Key Responsibilities
Client Management 1
Client Management; Act as a trusted partner to Relationship Managers for client investment solutions; Identify client risk appetite, preferences, and requirements to recommend suitable investment products; Review client portfolios periodically, provide independent insights, and suggest improvements; Cross-refer products and services across bank businesses and subsidiaries; Business Development; Support Relationship Managers in acquiring new wealth clients by showcasing bank capabilities; Increase investment penetration and attract new assets from existing and prospective clients; Develop micro-strategies and leverage market intelligence to maintain leadership in the region; Training & Development; Educate Relationship Managers on financial products and investment strategies; Conduct regular team huddles to share market updates and new product offerings; Risk Management & Compliance; Ensure investment reviews and proposals align with bank strategy and approved products; Highlight portfolio breaches and maintain all required certifications; Other Responsibilities; Provide strategic inputs, support system development, and maintain competition data; Assist the central team with initiatives and monthly deliverables.
investment products. 2
client's risk appetite, investment preference, liquidity requirements, return expectation and suggest suitable
investment products distributed by the bank. 3
provide solutions appropriate for the client's product needs 4
through templated portfolio reviews and suggestions. 5
Business Development 6
providing quality proposals, review of their investment holdings outside of HDFC Bank 7
8
region. Training & Development
9
subjects pertaining to investments. 10
offerings. Risk Management & Compliance
11
by the bank 12
Education:
MBA/CA from a reputed business school.
Certifications:
CFP, CPWM, NISM (VA).
Key Competencies
Investment knowledge, client management, strategic planning, communication skills, market trend analysis.
Major Stakeholders
External: GPC and PBG clients, prospects, and product service providers.
