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Thursday, 22 March 2012

Job Openings for Wealth Manager @ Axis Bank Ltd

Company Name:    Axis Bank Ltd

Designation:   Wealth Manager

Job Description:


New client acquisition for ‘Axis Wealth’ offering of the Bank
Understand client needs, send him proposal, implement solutions, and review portfolio with clients in a structured manner
Advise and manage needs of the clients across banking, investments, wealth planning, and loan products. Investment solutions would include multiple asset class including deposits, bonds, equity, structured products, private equity, gold, etc. encompassing internal and third party products
Act as a trusted advisor to clients for all his financial needs and get a significant wallet share

Company Profile:

Axis Bank was the first of the new private banks to have begun operations in 1994, after the Government of India allowed new private banks to be established. The Bank was promoted jointly by the Administrator of the specified undertaking of the Unit Trust of India (UTI - I), Life Insurance Corporation of India (LIC) and General Insurance Corporation of India (GIC) and other four PSU insurance companies, i.e. National Insurance Company Ltd., The New India Assurance Company Ltd., The Oriental Insurance Company Ltd. and United India Insurance Company Ltd.

Desired Profile:


Candidate must possess at least a Bachelor of Commerce, Bachelor of Business Administration, Master of Commerce or Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in Commerce, Finance/ Accountancy / Banking, Business Studies / Administration/Management, Marketing or equivalent.
At least 2 year(s) of working experience in the related field is required for this position.
Preferably Senior Executives specializing in Banking/Financial Services or equivalent. Job role in Financial Planning/Wealth Management or Others.
0 Full-Time position(s) available.
Candidate must be working as Relationship manager, Investment & Financial Advisor with minimum two years of work experience in client acquisition and client servicing. Knowledge and understanding of Indian and Global financial markets and active interest in the same is required. Knowledge of various financial products available in the market is required.

Experience:   2 - 5 Years

Role:   Treasury Operations Manager

Functional Area:   Banking, Insurance

UG - B.Com - Commerce, B.B.A
PG - M.Com - Commerce, MBA/PGDM

Location:   Ahmednagar, Aurangabad, Jalgaon, Nagpur, Nasik

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