Wealth Management Specialist

2 weeks ago


Vijayawada, Andhra Pradesh, India Axis Bank Full time
About the Role:

Axis Bank is seeking a skilled Wealth Management Specialist to join their team. The ideal candidate will have a strong background in financial markets, including debt, equity, and mutual funds.

Key Responsibilities:

  • Assist in the investment portfolio asset allocation of customers.
  • Monitor specific portfolios (HNWIs / Corporates) and reassign them as needed.
  • Coach RM teams on latest products and research available.
  • Conduct market update calls for the RMs on a regular basis.

About Axis Bank:

Incorporated in 1994, Axis Bank is one of India’s most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business.



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