Job Title: Vice President/Sr Vice President
Business Unit: Retirement Benefits Investment Management
Name of the Organization: A Leading Investment Bank in Fixed Income - Debt Market
Salary : Rs. 50L - Rs.100L
Job Responsibilities and task:
Experience: 8-10+ 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:
- Acquisition of mandates from exempted Retiral Funds for Advisory/Management Services.Guiding Associates and enabling them to ensure mandate fruition across the exempted trusts by-
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
- 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
- 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
- Supervising high quality service delivery to all existing clients thereby ensuring client retention.
Leadership:
- Working closely with the Business Heads in strategy formulation to facilitate achievement of team target & Vision w.r.t -
a) Client level strategies
b) Exploring synergies between teams and businesses
- Working closely with the team and ensuring timely and effective Performance Management of the Associates reporting to him.
- Ensuring continuous training and development of team members - through formal and internal training sessions and development of leaders
Travelling: Frequently required
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