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. 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 – hands-on knowledge of JIRA project management tool.