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Burgundy RM -Wealth-Vizag

Burgundy RM -Wealth-Vizag

Axis Bank

5 - 10 years

8 - 14 Lacs

Visakhapatnam Hyderabad

Posted:1 month ago| Platform:

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Skills Required

Wealth Sales Wealth Management Mutual Funds Portfolio Management TPP Bonds PMS MF Structured Products Aif Investment Products

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Job Type

Full Time

Job Description

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com

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Axis Bank

www.axisbank.com

Banking

Mumbai

Over 68,000 Employees

643 Jobs

Key People

Amitabh Chaudhry

Managing Director & CEO
Rajiv Anand

Executive Director
Vishakha Mulye

Executive Director
Sandeep Bakhshi

Executive Director

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