Wealth Management Specialist
2 weeks ago
About the Role
We are seeking a skilled Wealth Management Specialist to join our team at Axis Bank. In this role, you will be responsible for managing the sales team and ensuring delivery of Investments & Insurance Fee Plan for the Affluent segment.
Key Responsibilities
• Assist in investment portfolio asset allocation of customers
• Monitor specific portfolios and reallocate as required
• Coach RM teams on latest products and research available
About Axis Bank
Axis Bank is one of India's most trusted banks, and we are committed to customer centricity. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, and a comprehensive monitoring & control framework.
Qualifications
• Graduation/Post-Graduation from a recognized institute
• One or more of the following: MBA (Finance), CA, CFA, CFP
• Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers
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