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 current 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.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

View more

📌 Investment Analytics Manager-Wealth (Mumbai)
🏢 HDFC Bank
📍 Mumbai