31 Oct
|
Axis Bank
|
India
Role & responsibilities
Role Summary
The Wealth Specialist is responsible for providing financial advice and wealth management services to clients. This role focuses on fees and related aspects within the Retail Banking division.
How you will make a difference? . .
Provide financial advice to clients on wealth management strategies. Manage client portfolios and ensure alignment with financial goals. Explain and manage fees associated with wealth management services. Stay updated on market trends and financial regulations. Develop and maintain client relationships. Ensure compliance with regulatory requirements and company policies.
You Would Work With
Internal.
Financial Advisors, Relationship Managers
Compliance Team, Operations Team
Burgandy RMs, NRI RMs
External .
Clients
Preferred candidate profile
📌 Axis Bank Hiring For Wealth Specialist Mangalore (India)
🏢 Axis Bank
📍 India