Grade / Title
Job Title
RB Affluent Business:Wealth Management 2. 0 Biz Program Grade
VP Department
Affluent Business No. of Positions
1 Location
Mumbai Reporting Authority Job Name
No. of Direct Reports
NA (high leverage individual contributor role) Team Size
NA
The candidate will be part of the Wealth 2. 0 Program team Program is responsible to achieve the banks aspiration to build market share in the private banking business by gaining the largest share in incremental AUM. Role includes engaging with senior leaders in the organization for the design, solutioning & implementation of Wealth 2. 0 strategies while collaborating across various cross functional teams to drive & achieve program s goals:
- Leveraging strength of Axis and subsidiaries to deliver a full stack wealth offering and create competitive advantage
- Innovative solutions to creating differentiation & slowdown margin compression - Leverage bank technology framework to build enhanced customer engagement journeys
- Making use of data analytics to tap into the untapped potential within the existing customer base. And develop approach for personalized offering & engagements.
- Strategize for distinct brand identity for the bank in wealth management space
- Optimize the operational cost by conducting process reviews, leveraging third party tech/ops solutions & simplifying product/ service offerings.
- Staying updated with Market/industry trends & regulatory changes
- Maintain workstreams/project plans, tracking and reporting progress and manage risk and dependencies.
- Monitor & control quality of project deliverables throughout project life cycle.
- Implementation of best practice of industry & Myrtle
Key Relationships (Internal or External Stakeholders)
Internal (Business) : Product, Portfolio & Channel Management, AMC
Internal (Support Functions) : IT/BSG, DBAT, F&A, BIU, Audit/Compliance
Externals: Axis subsidiaries, Other relevant partners/service providers
Major Competencies Required
Role Proficiencies
KnowledgeKnowledge of different processes prevalent in the banking sector, wealth management, portfolio management and channel management.SkillsGood Analytical Skills, Understanding of P&L,Comfort with Power Point & Excel, Fluency in English & Good Inter-Personal Skills, Proficient Writing Skills,Should be able to build consensus and influence behaviors and habit creations for large scale implementationsAbilitiesShould be a self-starter, capable of working independently and collaborating/ networking with various stakeholders across teams and departments to get work done.Academic Qualifications / Nature of Relevant Work Experience RequiredQualification:Post- graduate with 10-15 years+ experience in Banking/ financial services. MBA/PGDM from premium B school would be preferred.Prior experience in Wealth Management, Portfolio management, Channel management, Design/implementation of process/digital journeys, Project Management will be an added advantage.
