Job Description

:Role Name: RB - Affluent Business: Process Manager - InvestmentsAbout Investment Product:The Investment Team is responsible for managing the investment products & the process for their distribution across different segments of the Bank. Investment products are third party products and the Bank acts as a distributor / referrer of these products.About the Role:The Investment Product and Process Manger will be responsible for managing the Investment Products distribution/referral processes, launching new customer centric platforms to boost MF, Alternate Products and 3-in-1 a/c with Axis Securities Business \xe2\x80\x93 Planning and Execution, System Enhancements & Developments, Compliance, Complaints management. The process manager is also responsible for managing NFO/new Alternate Products launch, integration with trading & demat opening related activities, Business Analytics, Contest/Campaign Management for Investment Products.Key Responsibilities

• Launching new customer centric platforms to boost MF / PMS / AIF / Trading and demat ac Business \xe2\x80\x93 Planning and Execution.
• System enhancements - Liaising with IT, Ops, AMCs & Vendor Partners for Simplifying and strengthening the internal processes for Investment Business.
• Project Management - Manage CMC Notes and relevant approvals for project kick-off, BRD documentation, UAT test plan preparation and execution.
• Regular project reviews with IT, Ops and vendor to monitor project plan & progress.
• Handling Audit/Regulatory/Compliance requirements related to Investment Business.
• Data Management - Internal MIS, Dashboard and product presentations
• Manage Business Analytics, Internal MIS, dashboard, product presentations, Contest Management and D2C/CRM campaigns for Investment Products.

Qualifications:Optimal qualification for success on the job is:

• Graduate/Post Graduate with at least 4-6 years of experience in Process management with good knowledge of fundamentals of Mutual Fund / PMS / AIF Product and its processes. Preferably NISM V A / NISM XXI A / NISM equity and demat operations certified. Sound technical knowledge.

Role Proficiencies:For successful execution of the job, the candidate should possess the following:

• Needs to have very strong in-depth knowledge of Investment Product and exposure to Basic Banking.
• Needs to be very approachable and should have the ability to work in challenging environment.
• Excellent communication skills, ability to maintain good rapport with all stakeholders.
• Eye for details, meticulous and creative
• Excellent analytical and troubleshooting skills.
• Advance knowledge of MS Excel/PPT, capability to work on large data.
• Added advantage \xe2\x80\x93 hands-on knowledge of JIRA project management tool.

Skills:Refer to the About Company:Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 4,594 domestic branches (including extension counters) with 11,333 ATMs & 5,710 cash recyclers spread across the country as on 31st March, 2021. The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021.The Overseas operations of the Bank are spread over eight international offices with branches at Singapore, Dubai (at DIFC) and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an Overseas subsidiary at London, UK. The international offices focus on Corporate Lending, Trade Finance, Syndication, Investment Banking and Liability Businesses

Axis Bank