Responsibilities

• New client acquisition for ‘Axis Wealth’ offering of the Bank
• Understand client needs, send him proposal, implement solutions, and review portfolio with clients in a structured manner
• Advise and manage needs of the clients across banking, investments, wealth planning, and loan products. Investment solutions would include multiple asset class including deposits, bonds, equity, structured products, private equity, gold, etc. encompassing internal and third party products
• Act as a trusted advisor to clients for all his financial needs and get a significant wallet share

• Candidate must be working as Relationship manager, Investment & Financial Advisor with minimum two years of work experience in client acquisition and client servicing.
• Knowledge and understanding of Indian and Global financial markets and active interest in the same is required.
• Knowledge of various financial products available in the market is required.