Job Title

We are Hiring _ Investment Analytics Manager- Private Banking Group-Bhopal !!!About the Responsibilities Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank’s strategy so as to achieve and maintain leadership position in the location / region. Identify clients risk appetite by following the structured risk profiling process of the bank, determine / validate client's risk appetite, investment preference, liquidity requirements, return expectation and suggest suitable investment products distributed by the bank. Review clients investments with the bank and outside at periodic intervals for the assigned clients, conduct review meetings with the clients, provide independent view on the existing portfolio, make new suggestions through templated portfolio reviews and suggestions. Support the Relationship Mangers in new client acquisition to wealth by demonstrating the banks capabilities, providing quality proposals, review of their investment holdings outside of HDFC Bank Increase investment penetration across client base and RM base. Identify and develop alternative procedures of business development to draw new assets. Attract new assets from existing and prospective clients (Net new money). Collaborate and suggest new products with the product team through local market intelligence. Ensure that the reviews and new product proposals are in line with the investment strategy, products approved by the bankQualifications MBA / Post Graduate / CA Required Skills Should have 10 years experience in Wealth in NBFC/Bank/AMC Knowledge of private banking group and economy. Domain knowledge of Investments & Capital MarketsPay range and compensation package: As per industry standardsIf interested please share your resume with us-sayani.hore@ abhijeet.srivastava4@