Private Banking Relationship Manager

Job Description

Company Description Axis Securities Limited (ASL), a subsidiary of Axis Bank Ltd., provides a wide range of financial solutions and broking services to retail customers. Axis Direct, a brand under ASL, offers retail broking and investment services, providing customers with comprehensive investment options. With over 4 million customers, Axis Direct has been recognized as the "Best Growing Equity Broking House." ASL is dedicated to excelling in customer experience, innovation, productivity, and process efficiency. Role Description This is a full-time, on-site role for a Private Banking Relationship Manager based in New Delhi. The Private Banking Relationship Manager will be responsible for managing client relationships, providing tailored financial planning, overseeing portfolio management, and advising clients on investments. Daily tasks include meeting with clients, assessing their financial needs, and ensuring the clients' investment portfolios are adequately managed and aligned with their financial goals. Qualifications Skills in Business Relationship Management Proficiency in Financial Planning and Finance Experience with Portfolio Management and Investments Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Bachelor's degree in Finance, Business Administration, or a related field Relevant certifications such as CFP, CFA, or similar Experience in the banking or financial services industry is a plus Show more Show less