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RB - RP&F - Fees:Wealth Specialist

RB - RP&F - Fees:Wealth Specialist

Axis Bank

10 - 13 years

22 - 25 Lacs

mumbai

Posted:2 days ago| Platform:

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Skills Required

financial analysis equity research investment banking investment advisory accounting relationship management investment strategies portfolio management financial planning wealth management financial markets finance communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey

Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance
Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs
Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences
Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client service representatives, to deliver comprehensive solutions to clients
Ensure compliance with all applicable regulatory requirements and internal policies and procedures
Strong understanding of financial markets, investment strategies, and financial planning best practices
Excellent interpersonal and communication skills

Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

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RB - RP&F - Fees:Wealth Specialist