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RB - Affluent Business:Process Manager - Investments

Axis Bank


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4-6 Years
a month ago
68 Viewed
3 Applied

Job Description

Role Name:RB - Affluent Business: Process Manager - Investments

About 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 - 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 - 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.


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 - hands-on knowledge of JIRA project management tool.

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Last Updated: 18-06-2024 07:06:39 PM
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