RB - RP&F - Fees:City Head-Wealth Specialist
2 days ago
Job Description About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management responsibilities. The incumbent will lead a team of 3-5 Wealth Specialists and ensure achievement of sales targets and compliance adherence across investment products including Mutual Funds, PMS, Alternate Investments, Bonds, Unlisted Shares and other fee revenue products like Insurance and FX Key Responsibilities Fee Revenue Generation .Achieve fee revenue targets through mapped RMs and personal sales efforts. .Monitor and drive revenue performance across fee revenue products. Sales Enablement & Support .Drive product adoption by training and enabling sales teams and relationship managers. .Conduct product workshops, presentations, and client meetings to support sales closures with RM Portfolio Reviews .Support client portfolio reviews with product insights. .Provide tailored solutions and recommendations aligned with client needs. RM/ AMC / Partner Engagement .Conduct quarterly RM trainings. .Conduct quarterly product and sales reviews with RMs and AMC partners in the assigned geography. .Co-host investor events with fund managers in the assigned geography. Product Strategy & Engagement .Evaluate product shelf gaps and opportunities. .Track performance across all investment strategies. Customer Experience & Retention .Address client queries and escalations related to products. .Enhance client satisfaction by ensuring right-fit product recommendations. Risk & Compliance Adherence .Ensure all product pitches and communication comply with internal and regulatory norms (both verbal and written) .Drive awareness of risk disclosures among internal teams and clients. Performance/Input Metrics tracking .Track product performance, client penetration, and AUM growth. .Provide Circle and regional leadership with regular dashboards and reports on product KPIs. Qualifications Optimal qualification for success on the job is: .Minimum 15 years of experience in investment product sales or client advisory roles. .Post Graduate qualification required MBA / CA / CFA/CFP preferred Role Proficiencies: For successful execution of the job, the candidate should possess the following: .Strong understanding of investment products including Mutual Funds, PMS, Alternate Investments, and Bonds. .Proven leadership experience in managing sales teams and achieving revenue targets. .Excellent communication, analytical, and stakeholder management skills.
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RB - Affluent Business:Project Head - Wealth 2.0
3 weeks ago
Mumbai, India Axis Bank Full timeJob Description Role: RB - Affluent Business: Project Head - Wealth 2.0 Eligibility: SVP-II Reporting to:Group Executive - Affluent Banking, NRI, Cards & Payments Wealth is one of the strategic focus areas for Axis as a Group, and for Axis Bank in particular. Axis today has a strong wealth proposition in the form of Burgundy Private. Wealth 2.0 is...
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State Head
2 weeks ago
Jaipur, India Muthoot Fincorp Ltd. Full timeJob Description Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings and drive product sales and net flows. You will have to work closely with other teams within the organization to offer a comprehensive range of products and services to meet the needs...
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State Head
4 days ago
Jaipur, Rajasthan, India, Rajasthan Muthoot Fincorp Ltd. Full timeResponsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings and drive product sales and net flows. You will have to work closely with other teams within the organization to offer a comprehensive range of products and services to meet the needs of this...
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RB - Affluent Business:Insurance Specialist
3 weeks ago
Gurugram, India Axis Bank Full timeJob Description RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Reports to:Regional Insurance Specialist Is a Team leaderNoTeam Size:1 Grade:AVP / VP Business:Affluent BankingDepartment: Burgundy PrivateSub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth...
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RB - Affluent Business:Investment specialist
1 week ago
Bengaluru, India Axis Bank Full timeJob Description RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range...
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Mumbai, India Axis Bank Full timeJob Description About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:NRI Product, Process & Digital Channels INTERNAL USAGE: No. of Vacancies: 1 Reports to: RB-Affluent Business: Head Product, Process & Digital Initiatives Is a Team leader N Team Size: Grade: Manager / Senior Manager Business: Retail Banking Department: International Retail Department Sub-Department: NA Location: CO...
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Application Engineer, RBS Tech
3 weeks ago
India Amazon Music Full timeJob Description DESCRIPTION Retail Business Services (RBS) supports Amazon's Retail business growth WW through three core tasks. These are (a) Selection, where RBS sources, creates and enrich ASINs to drive GMS growth (b) Defect Elimination: where RBS resolves inbound supply chain defects and develops root cause fixes to improve free cash flow and (c)...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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RB - Cards:Product Team - FASTag
2 weeks ago
Mumbai, India Axis Bank Full timeJob Description RB - Cards:Product Team - FASTag INTERNAL USAGE: No. of Vacancies: 8 to 10 Reports to: RB - Cards:Product Head - FASTag Is a Team leader IC & Team Leader Team Size: NA Grade: Manager to Assistant Vice President Business: Retail Banking Department: Acquiring & Cards Sub-Department: Cards Product Location: Corporate Office About Acquiring &...
