International Banking:Overseas - Retail & Wealth Management

Retail Banking & International Wealth Management

Retail Banking focuses on providing banking services to individual across the globe and whosoever is permitted according to regulation to open accounts at IFSC. It will enable clients to maintain FCY based savings, current account, foreign currency term deposits and facilitates access to inbound and outbound wealth products, trading platforms and insurance permitted under regulations.

About the Role

Roles requires giving regular banking services to the clients, cross sell banking/third party products as per guidelines and compliance. Ensuring clients services requirements are adhered to along with all necessary compliance and risk checks. Bank’s key focus is to grow retail vertical at GIFT City and candidate is required to ensure growth in the SA book, TD book and Third Party AUM through fair practices.

Responsible for Routine operations, client servicing and cross selling
Follow compliance requirements at all times
Client banking services support
Meet the department targets of SA book and TD book
Cross sell wealth products and follow sales and compliance framework guidelines
Regular reporting of business and review discussion with the reporting manager

Key Responsibilities




Sales Targets – To be achieved
Products - The person would be responsible for product planning & marketing across the customer segments.
Business Processes / Retail Operations - Documents Checking as per KYC policy, Coordination with CPU for account opening, Customer due diligence RAMP check, Customer due diligence hunter check.
Compliance - Ensure that necessary systems and process required to enable seamless Business = Manage interface for productive functioning of HR, IT, Compliance, Risk and Operations
Customer Service and Control - Ensure Quality of customer service with stipulated TAT and ensure Business enhancement.

Qualifications
For Manager/SM role : Masters with experience of 7+ years in retail banking and operations

Role Proficiencies
Experience in retail banking and have positive knowledge of MF, AIF & Insurance Regulations in India and Gift city.
Experience in handling different asset class (Incl Alternative asset Classes)
Ability to support product and system rollout, including system UAT and updating product guides.
Support and Manage Daily production activities.
Experience on extended services such as mid office.

Refer to the

📌 International Banking:overseas Retail & Wealth Management Gandhinagar (India)
🏢 Axis Bank
📍 India