RB - Affluent Business:Fixed Income & Alternate Products Research Analyst

Axis Bank; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Axis Bank is seeking a senior position in Affluent Business focusing on Fixed Income and Alternate Products Research. The role involves developing tools, models, and reports to support investment decisions and client reporting across MF, PMS, and AIF products.

You will collaborate with multiple teams to manage product rationalization and client interactions. The candidate should have 8–15 years in BFSI, strong knowledge of banking regulations, and excellent communication.

Qualifications

• Graduation or MBA from a recognized university.
• 8-15 years in BFSI sector.

Responsibilities

• Control attrition for high performing candidates.
• Develop review tools, risk models and enhance client reporting.
• Identify and evaluate PMS and AIF products; build and update models.
• Coordinate with IPG/ProductTeam and Affluent Business Team on client needs and market views.
• Prepare research reports and presentations on MF and Alternate Products.

Skills

Banking regulations knowledge

Banking products knowledge

Communication skills

Pressure handling

Networking skills

Education

Graduation/MBA

Job description

Role Description

RB - Affluent Business Fixed Income & Alternate Products Research Analyst

No. of Vacancies: Manager: Branch Operations Head Is a Team leader? N Team Size: Grade: VP/SVP Business: Affluent Business Department:� Affluent Business Sub-Department: NA Location: Across India

About Branch Banking

With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank’s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank’s customer engagement strategy across products and services

About the Role

With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank’s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank’s customer engagement strategy across products and services

Key Responsibilities

Attrition to be controlled for high performing candidates

Development of Review Tools, Risk Model and Enhancement of Client Reporting-

• Development and adding new features to Review Tools
• Updation of MF & PMS Review Tools on Monthly basis
• Working on other peripheral works to improve reporting of IPS Statement.
• Assisting Sparsh Team to bring all tax related information of client across bank products and TPP investment under single click on IB/MB platform

Development, Regulation & Maintenance of Alternate Products-

• Identifying, Ideation of Product and Entity Due Diligence, for AIF/PMS Product
• Identifying, Ideation of Product and Entity Due Diligence, for Offshore Product
• preparation of rationale note for all AIF / PMS product,
• building and updating models on PMS and fixed income
• evaluating changes in Asset Allocation and model portfolio structure,
• interactions with AMCs for product updates, market views, etc.
• Identifying, evaluating and sourcing Good Yielding structured products,
• Sourcing deal for higher rated primary and secondary market debt offerings for our customers
• Assisting DBAT team to create MF module on MB platform
• Assisting Sparsh team for client obsession

Interaction with IPG / Product Team; Priority Team; Affluent Business Team (ICs, SRMs & RMs)-

• Handling WSs / RMs queries as asked by clients
• Preparing sales pitch as required by sales team
• Reviewing Client Portfolio on requirement
• Helping IPG / Product Team on various issues in the scheme rationalization
• Following with RM for client pending drawdown amount in a product

Preparing research reports and presentations related to MF and Alternate Products

• Preparing reports and presentations related to equity and debt markets.
• Preparing Monetary Policy, Investment Perspectives, Union Budget and Presentations across other products
• Note or Presentation on Alternate Products as required by team
• Monthly corporate presentation on Fixed Income
• Quarterly EPF Review presentation
• Sourcing secondary market bond quotes for clients (AAA bonds, Tax Free bonds, Structured Products, etc.)

Regulatory requirement- Completion of all modules which are mandatory and regulatory requirement

Qualifications

Optimal qualification for success on the job is:

• Graduation/ MBA from a recognized university
• 8 - 15 years in the BFSI sector

Role Proficiencies

• Knowledge of banking regulations and norms
• Maintain a high level of knowledge of banking products and services
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills

For successful execution of the job