Partner with Relationship Managers and leadership to provide skilled 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 new 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