Investment Analytics Manager-Wealth

Hdfc Bank; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

HDFC Bank is seeking an Investment Analytics Manager in Private Banking to partner with Relationship Managers, guiding investment solutions and strategy for regional leadership. The role involves client risk assessment, portfolio review, and cross-functional collaboration across bank segments.

The candidate will drive wealth client acquisition, develop market insights, and ensure compliance with regulatory standards while mentoring teams and stakeholders.

Qualifications

• MBA/CA from a reputed business school.
• Certifications CFP, CPWM, NISM (VA) preferred.
• Strong investment knowledge and client management capabilities.

Responsibilities

• Partner with Relationship Managers to provide investment solutions.
• Identify client risk appetite and preferences to recommend products.
• Review client portfolios and provide insights and improvements.
• Support business development by showcasing bank capabilities.
• Ensure proposals align with bank strategy and regulatory requirements.

Skills

Investment knowledge

Client management

Strategic planning

Communication skills

Market trend analysis

Education

MBA/CA from reputed business school

CFP

CPWM

NISM VA

Job description

Job Title

Investment Analytics Manager

Business Unit

Private Banking

Reporting To

Regional Head - Investment Analytics Manager

Job Function and Role Type

Product Specialist, Individual Contributor, Moderate Travel Required

Version No

1.0

Job Purpose

Partner with Relationship Managers and leadership to provide professional investment guidance, driving the bank's investment strategy to achieve leadership in the region.

Key Responsibilities

Client Management 1

Client Management; Act as a trusted partner to Relationship Managers for client investment solutions; Identify client risk appetite, preferences, and requirements to recommend suitable investment products; Review client portfolios periodically, provide independent insights, and suggest improvements; Cross-refer products and services across bank businesses and subsidiaries; Business Development; Support Relationship Managers in acquiring new wealth clients by showcasing bank capabilities; Increase investment penetration and attract new assets from existing and prospective clients; Develop micro-strategies and leverage market intelligence to maintain leadership in the region; Training & Development; Educate Relationship Managers on financial products and investment strategies; Conduct regular team huddles to share market updates and new product offerings; Risk Management & Compliance; Ensure investment reviews and proposals align with bank strategy and approved products; Highlight portfolio breaches and maintain all required certifications; Other Responsibilities; Provide strategic inputs, support system development, and maintain competition data; Assist the central team with initiatives and monthly deliverables.

investment products. 2

client's risk appetite, investment preference, liquidity requirements, return expectation and suggest suitable

investment products distributed by the bank. 3

provide solutions appropriate for the client's product needs 4

through templated portfolio reviews and suggestions. 5

Business Development 6

providing quality proposals, review of their investment holdings outside of HDFC Bank 7

8

region. Training & Development

9

subjects pertaining to investments. 10

offerings. Risk Management & Compliance

11

by the bank 12

Education:

MBA/CA from a reputed business school.

Certifications:

CFP, CPWM, NISM (VA).

Key Competencies

Investment knowledge, client management, strategic planning, communication skills, market trend analysis.

Major Stakeholders

External: GPC and PBG clients, prospects, and product service providers.

Required Skills