Job Description:
Job Title: Client-Facing Product & Solutions Specialist, VP
Location: Mumbai, India

Role Description
Managing all the investment advisory mandates across India
Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.

What we’ll offer you
As part of our adaptable scheme, here are just some of the benefits that you’ll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under childcare assistance advantage (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance




Complementary Health screening for 35 yrs. and above

Your key responsibilities
Lead all product enhancements to improve overall product offering on an ongoing basis
To make a monthly newsletter entailing house view/s on all asset classes.
Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, current product updates etc.
Provide updates and recommendations on investment portfolios
Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
Manage ad hoc clients’ investment enquiries
Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office

Your skills and experience
Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio manag

📌 Client Facing Product Mumbai
🏢 Deutsche Bank
📍 Mumbai