Title
Job TitleRB - Affluent Business: Investment Strategy TeamGradeVP/AVP/SM/M/AM
DepartmentAffluent BusinessNo. of Positions10
LocationCO, WorliReporting Authority Job NameHead Investment Strategy
No. of Direct Reports3/2/1Team Size3/2/1
Job Description

The candidate will be an Investment Strategist - Equity or Fixed Income or Alternate Asset Class for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank.

- Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas
- Key focus on providing powerful insights that help position these shortlisted products to clients
- Creating monthly Strategy Deck and other analytical tools & presentations for circulation to internal team
- Providing all requisite support to the team of RMs on equity products & investment proposals
- Responsible for tracking equity product sales for the business channel
- Provide support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement,



guidance on proposition/process related queries and resolution of issues being faced by them / their clients
- Manage internal & external stakeholders:
- Updating key stakeholders Partners, Service Partners, Senior Management on the proposition - features & benefits along with changes where applicable.
- Liaise with CO team to reconcile MIS and Report
- Regular co-ordinate with the AMCs on any specific Product update

Key Relationships (Internal or External Stakeholders)Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners
Major Competencies Required

- Excellent presentationand good analytical skills
- Strong communication skills
- Positive interpersonal skills and a strong team player
- Ability to work in a cross functional setup.
- Ability to analyze processes and reengineer them.
- Project management and Time Management skills
- Must be a self-starter

Academic Qualifications / Nature of Relevant Work Experience Required

- MBA or equivalent degree

📌 RB - Affluent Business: Investment Strategy Team (Mumbai)
🏢 Axis Bank
📍 Mumbai