Core Responsibilities
- Portfolio Management: Handle a dedicated portfolio of 75 to 100 high-net-worth clients, ensuring optimal asset allocation and deep client engagement.
- Wealth & Investment Advisory: Counsel clients on diverse financial products including mutual funds, life and general insurance, portfolio management services (PMS), and structured products.
- Sales & Target Achievement: Drive recent customer acquisition, generate leads, and consistently meet regional sales goals for investment and liability products.
- Relationship Building: Serve as the single point of contact for premier clients, providing exceptional service and managing day-to-day banking requirements or escalations.
- Market Analysis: Keep track of financial market changes, economic trends, and competitor offerings to better advise HNWI portfolios.
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Regards,
HR Manali
📌 Burgundy Relationship Manager (Nagpur)
🏢 Axis Bank
📍 Nagpur