RB - Affluent Business:Fixed Income & Alternate Products Research Analyst

Role Description
RB - Affluent Business Fixed Income & Alternate Products Research Analyst INTERNAL USAGE: (to be removed before publishing externally No. of Vacancies: Manager: Branch Operations Head Is a Team leader? N Team Size: Grade: VP/SVP Business: Affluent Business Department:� Affluent Business Sub-Department: NA Location: Across India About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank�s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank�s customer engagement strategy across products and services About the Role With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank�s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank�s customer engagement strategy across products and services Key Responsibilities
Attrition to be controlled for high performing candidates
Development of Review Tools, Risk Model and Enhancement of Client Reporting-
Development and adding new features to Review Tools
Updation of MF & PMS Review Tools on Monthly basis
Working on other peripheral works to improve reporting of IPS Statement.
Assisting Sparsh Team to bring all tax related information of client across bank products and TPP investment under single click on IB/MB platform
Development, Regulation & Maintenance of Alternate Products-
Identifying, Ideation of Product and Entity Due Diligence, for AIF/PMS Product
Identifying, Ideation of Product and Entity Due Diligence, for Offshore Product
preparation of rationale note for all AIF / PMS product,
building and updating models on PMS and fixed income
evaluating changes in Asset Allocation and model portfolio structure,
interactions with AMCs for product updates, market views, etc.
Identifying, evaluating and sourcing Good Yielding structured products,
Sourcing deal for higher rated primary and secondary market debt offerings for our customers
Assisting DBAT team to create MF module on MB platform
Assisting Sparsh team for client obsession
Interaction with IPG / Product Team; Priority Team; Affluent Business Team (ICs, SRMs & RMs)-
Handling WSs / RMs queries as asked by clients
Preparing sales pitch as required by sales team
Reviewing Client Portfolio on requirement
Helping IPG / Product Team on various issues in the scheme rationalization
Following with RM for client pending drawdown amount in a product
Preparing research reports and presentations related to MF and Alternate Products
Preparing reports and presentations related to equity and debt markets.
Preparing Monetary Policy, Investment Perspectives, Union Budget and Presentations across other products
Note or Presentation on Alternate Products as required by team
Monthly corporate presentation on Fixed Income
Quarterly EPF Review presentation
Sourcing secondary market bond quotes for clients (AAA bonds, Tax Free bonds, Structured Products, etc.)
Regulatory requirement- Completion of all modules which are mandatory and regulatory requirement
Qualifications
Optimal qualification for success on the job is:
Graduation/ MBA from a recognized university
8 - 15 years in the BFSI sector
Role Proficiencies
A successful candidate should possess the following:
Knowledge of banking regulations and norms
Maintain a high level of knowledge of banking products and services
Good communication (both verbal and written) skill in both English and the local language
Ability to handle pressure and meet deadlines
Good networking and relationship building skills
For successful execution of the job

Work arrangement
No