Job Title

Head - Investment Analytics - Strategist

Business Unit

Private Banking

Reporting To

Head - Investment Analytics

Job Function and Role Type

Investment strategy and analytics, Supervisory Role, Moderate travel required

Version No

1.0

Job Purpose

Develop and implement investment strategies, asset allocation frameworks, and market views to help clients preserve and grow wealth. Collaborate with stakeholders to align strategies with the bank's long-term goals of client acquisition and retention.

Key Responsibilities

Product & Strategy Management 1

Product & Strategy Management; Run the Investment Committee and develop asset allocation frameworks; Define investment frameworks and set portfolio exposure limits; Benchmark competitor products and ensure adherence to house views; Assess portfolio health and ensure product suitability; Business Development; Track competitor products and create macro and micro product strategies; Educate sales teams on investment products and conduct client-focused events; Provide market updates and early warning signals to management; Training & Development; Conduct webinars and provide market updates to sales teams; Develop training content and collaborate with the training team for joint programs; Risk Management & Compliance; Ensure products align with the bank's investment strategy and regulatory requirements; Maintain audit-ready documentation and highlight portfolio risks; Run stress tests and implement control strategies to minimize risks; Other(s); Provide strategic inputs and maintain competition data; Support product and research teams on initiatives and deliverables; Create analytics strategies to mitigate event risks; Team Management; Hire, train, and develop team members to build a high-performance culture; Ensure team attrition remains at acceptable levels.

allocation framework and investment strategy for Wealth. 2

Education:

Qualified degree (CA/MBA - Finance/Master's in Economics) mandatory.

Certifications:

CFA, CFP, CPWM, NISM (VA).

Key Competencies

Investment strategy expertise, capital markets knowledge, planning and organizing, communication skills, financial industry trends.

Major Stakeholders

Internal: Analytics team. External: GPC and PBG clients, prospects, 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

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📌 Investment Analytics-Strategist (Mumbai)
🏢 HDFC Bank
📍 Mumbai