31 Oct
|
Axis Bank
|
India
Core Job Responsibilities
Portfolio Management: Handle a portfolio of roughly 75 to 100 HNWI clients, reviewing accounts and monitoring wealth goals.
Wealth & Investment Advisory: Provide guidance on equity, commodity, currency, structured products, mutual funds, and curated wealth portfolios.
Client Acquisition & Cross-Selling: Acquire recent affluent clients through networking, referrals, and cross-selling banking, asset, and loan products.
Compliance & Documentation: Ensure proper KYC preparation, risk profiling, and regulatory compliance
Location - Pune
📌 Burgundy Relationship Manager Pune (India)
🏢 Axis Bank
📍 India