AVP - Retirement Benefits Investment Management - Investment Bank

Job Title: Assistant Vice President

Business Unit: Retirement Benefits Investment Management

Name of the Organization: A Leading Investment Bank in Fixed Income - Debt Market

Job Responsibilities and task:

Experience: 4-7+ years (relevant)

Location: Mumbai/Delhi

Education: PG / MMS (Finance/Marketing) / CA / CFA

Industry type: Financial Services

Knowledge- :

Well-versed with-

1. different products of Retirement benefits;

2. debt markets, equity markets and mutual funds;

Highly acquainted with relevant government regulations.

Job Description:

Business:

1. Acquisition of mandates from exempted Retiral Funds for Advisory/Management Services.

a. Identifying and understanding client requirement and thereby engaging in concept selling

b. Meeting and building relationships / networking with senior level management of clients

c. Business development through acquisition of new clients

2. Pipeline Building: Enabling the team to build a robust and continuous Pipe-line and progress on the same to be tracked & discussed with top management

3. Playing a key role in ensuring that client portfolios in terms of risks and returns are tracked actively and Company's Investment Management Philosophy is implemented effectively

4. Supervising high quality service delivery to all existing clients thereby ensuring client retention.

Travelling: Frequently required