Client-Facing Product & Solutions Specialist, VP
At a glance
VP-level Solutions & Sales Engineering role at Db. Mumbai Nirlon Knowledge Pk B1 · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Lead ongoing product improvements and strengthen the overall advisory offering
- Create a monthly publication covering house views across equity, debt and multi-asset classes
- Review market movements, product results and research before sharing updates and investment ideas
- Present portfolio performance and recommendations during recurring client advisory meetings
- Grow existing client wallet share while winning new advisory mandates and handling investment questions
What you bring
- At least fifteen years in investment advisory and wealth-management client portfolio work
- A bachelor’s degree or higher, preferably in finance, economics or a related field
- Mandatory local licenses and qualifications, plus strong English presentation and communication ability
- Proven client-facing advisory and sales results with private and ultra-high-net-worth clients
- Working knowledge of order execution, portfolio management and Bloomberg, Reuters, Excel and PowerPoint
Who this fits
This role suits a seasoned India-based investment advisory professional who can manage multiple private-client mandates and stay composed during volatile markets. You’ll need strong analytical, communication, relationship-management and sales skills, along with high integrity and a structured approach. The position is based in Mumbai and requires familiarity with India’s advisory-mandate regulations and private banking needs.
From the employer
Job Description:
Job Title: Client-Facing Product & Solutions Specialist, VP
Location: Mumbai, India
Role Description
- Managing all the investment advisory mandates across India
- Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
- Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
Your key responsibilities
- Lead all product enhancements to improve overall product offering on an ongoing basis
- To make a monthly newsletter entailing house view/s on all asset classes.
- Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.
- Provide updates and recommendations on investment portfolios
- Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
- Manage ad hoc clients’ investment enquiries
- Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office
Your skills and experience
- Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must
- Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred
- Relevant local licenses and qualifications mandatory
- Good understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India
- Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
- Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business
- Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skills
How we’ll support you
- Training and development to help you excel in your career
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information:
https://www.db.com/company/company.html
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
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