RB - Affluent Business: Investment Strategy Team

The candidate will be an Investment Strategist - Equity or Fixed Income or Alternate Asset Class for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank.

• Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas
• Key focus on providing powerful insights that help position these shortlisted products to clients
• Creating monthly Strategy Deck and other analytical tools & presentations for circulation to internal team
• Providing all requisite support to the team of RMs on equity products & investment proposals
• Responsible for tracking equity product sales for the business channel
• Provide support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement, guidance on proposition/process related queries and resolution of issues being faced by them / their clients
• Manage internal & external stakeholders:
  • Updating key stakeholders Partners, Service Partners, Senior Management on the proposition - features & benefits along with changes where applicable.
  • Liaise with CO team to reconcile MIS and Report
  • Regular co-ordinate with the AMCs on any specific Product update

• Excellent presentationand good analytical skills
• Strong communication skills
• Good interpersonal skills and a strong team player
• Ability to work in a cross functional setup.
• Ability to analyze processes and reengineer them.
• Project management and Time Management skills
• Must be a self-starter

• MBA or equivalent degree