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Apply post for Analyst, Account servicing, Private Bank

3.00 to 11.00 Years   Mumbai City   22 Aug, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

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.
    ,

Keyskills :
board of directorskeeping things simplenew client acquisitionaudit reporthuman skillsrisk metricscross sellinglife insurancedata analyticsprivate banking

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