Job Description
Dear Candidates,
IndusInd Bank is hiring for Regional Investment Head - Pioneer Banking, Mumbai location.
Job title: Regional Investment Head - Pioneer
Location: Mumbai
Reports to: Head Investments - Affluent Banking
Role Details
Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration.
Overall Job Description
- Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai 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.
- Understanding and profiling clients 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 banks 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, Non-Convertible Debentures, Real Estate and RE Funds, etc.
EDUCATION
Essential requirement: Post Graduate / MBA/ Graduate
Preferred: MBA
WORK EXPERIENCE
Essential requirement: 8-10 years
Preferred: 8-10 years in Investment Advisory role
Desired Behavioral / Functional Traits
- Prior experience as investment advisor.
- Excellent communication, analytical & reviewing skills
- The person should be able to drive business strategies based on the data trends & analysis
- Inter-personal coordination & Team Player
- Excellent ability to use Excel and PowerPoint
Interested candidates can send their updated resume at hr**********j@in*****d.com.
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Investment Banking, Private Equity & VC
Role: Investment Banking, Private Equity & VC - Other
Employement Type: Full time
Contact Details:
Company: Indusind Bank
Location(s): Mumbai
Keyskills:
Wealth Management
Investment Advisory
Portfolio Management
Investment Strategies
Financial Advisory
Investment Management