Description
- To aid the product Management team in structuring the Product Offering and to support in generate new product Investment Ideas across different asset Classes (Fixed Income, Equities, Structured Products, FX and Funds) which will be offered in Private Banking and Mashreq Gold and Business Banking
- To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets.
- To support Wealth Related Projects which will require a very valuable understanding of order management and execution, client profiling, Investment suitability and Risk rating investment Products.
- Work along with Product Specialists to create Promotion materials for various products & investment solutions

Dimensions

Operating Budget
-

Number of Staff
-

Capital Exp. Budget
Other

Key Result Areas
- Work on Investment Idea generation and constructing the Investment Product offering. Additionally,



supporting the Investment Specialist team in day to day activities which will require a very good understanding of global financial markets and Investment Products.
- Support Investment Product Sales by working on product presentations and Investment related material in addition to provide support on publications produced by Investment Team
- Support different ad-hoc Wealth Related projects such as Investment Process, order management, Client suitability and Product Risk rating, system level enhancements
- Provide support on MIS data and to perform data analysis
- Liaise with different departments across the Bank (Operation, Treasury, and Technology) for Investment Related Activity.
- To provide overall support to wealth management team ranging from making sure all material are all update to date , running and maintaining MIS, Investment process and documentation, updating any Investment related material

Operating Environment, Framework and Boundaries, Working Relationships
- Working relation

📌 Senior Manager-Investment Products.MGS Private Banking Products (Bengaluru)
🏢 Mashreq Bank
📍 Bengaluru