Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Home
>
Jobs in Visakhapatnam
>
Axis Bank
>
Burgundy RM -Wealth-Vizag

Burgundy RM -Wealth-Vizag

Axis Bank

5 - 10 years

8 - 14 Lacs

Visakhapatnam Hyderabad

Posted:2 months ago| Platform:

Apply

Skills Required

Wealth Sales Wealth Management Mutual Funds Portfolio Management TPP Bonds PMS MF Structured Products Aif Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com

More Jobs at Axis Bank

Personal Loan Officer

Mysore, Bengaluru, Bangalore Rural

Experience: Not specified

INR 1 - 3 Lacs

Gold Loan Officer

Ahmedabad, Gujarat, India

1 - 3 yrs

Salary: Not disclosed

Tele caller - Credit card

Kochi

Experience: Not specified

INR 1 - 3 Lacs

Branch:Relationship Manager - Priority Banking

Navi Mumbai, Mumbai

7 - 9 yrs

INR 9 - 11 Lacs

IT:Tech Manager - Development

Mumbai

8 - 12 yrs

INR 12 - 16 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Axis Bank

Banking

Mumbai

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Burgundy RM -Wealth-Vizag