Job Description
Role Responsibilities
Strategy
Collaborate with Team to provide Investment Proposals and Pitch presentations for existing and new clients
Preparing Product performance documents and analysis of the product investment plans
Conducting complete data analytics over the performance, risk metrices and quantitative parameters for all investment products.
Focus is on product suitability and appropriateness and to assist the bankers and investment specialist in driving the business goals of the PvB business.
Leverage, experiment and use innovative solutions to deliver best product out come to the clients by working closely with the product for the frontline for concise and effective client conversations.
Optimization of AUM & Trail data for PvB
Data based enablers through risk & investment metrics for existing and recommended products.
Coordination with the hub team for tracking the receipt and inclusion of PPRs.
Business
Work with Investment specialist and Bankers to provide Investment Proposals and Pitch presentations for new client acquisition and to attract fresh AUM & NNM
Providing sharper inputs and insights through product analysis using investment and risk metrics for existing and new product for the clients.
Using the data analytics for providing inputs on AUM and Trail data for optimization
Providing analytics and data cuts to the frontline teams to help add value and have effective client conversation for incremental business.
Collaborating with the IS and Bankers for effective monitoring of products solutions provided to clients based on their investment profile and investing needs.
Helping the frontline with smart data snippets from bank research team to help clients to take investment decision. Product / Investment strategy team.
Product level data to be shared with frontline to have efficient and effective client conversation for translating into future business.
Analysis of the AUM data etc to help in team for business planning and delivery.
Processes
Support the continuous improvement of processes to increase operational efficiency and effectiveness.
Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
Providing feedback enabling improvement in process and reducing overall TAT
Adherence to Sales and suitability process in line with the bank s policy.
People and Talent
Collaborate with RM s and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
Strategy
Collaborate with Team to provide Investment Proposals and Pitch presentations for existing and new clients
Preparing Product performance documents and analysis of the product investment plans
Conducting complete data analytics over the performance, risk metrices and quantitative parameters for all investment products.
Focus is on product suitability and appropriateness and to assist the bankers and investment specialist in driving the business goals of the PvB business.
Leverage, experiment and use innovative solutions to deliver best product out come to the clients by working closely with the product for the frontline for concise and effective client conversations.
Optimization of AUM & Trail data for PvB
Data based enablers through risk & investment metrics for existing and recommended products.
Coordination with the hub team for tracking the receipt and inclusion of PPRs.
Business
Work with Investment specialist and Bankers to provide Investment Proposals and Pitch presentations for new client acquisition and to attract fresh AUM & NNM
Providing sharper inputs and insights through product analysis using investment and risk metrics for existing and new product for the clients.
Using the data analytics for providing inputs on AUM and Trail data for optimization
Providing analytics and data cuts to the frontline teams to help add value and have effective client conversation for incremental business.
Collaborating with the IS and Bankers for effective monitoring of products solutions provided to clients based on their investment profile and investing needs.
Helping the frontline with smart data snippets from bank research team to help clients to take investment decision. Product / Investment strategy team.
Product level data to be shared with frontline to have efficient and effective client conversation for translating into future business.
Analysis of the AUM data etc to help in team for business planning and delivery.
Processes
Support the continuous improvement of processes to increase operational efficiency and effectiveness.
Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
Providing feedback enabling improvement in process and reducing overall TAT
Adherence to Sales and suitability process in line with the bank s policy.
People and Talent
Collaborate with RM s and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
💡 Quick Summary
Seeking a career-building opportunity? The Apply post for Analyst| Account servicing| Private Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
