Company Name: Axis Bank Ltd
Designation: Wealth Manager
Job Description:
Responsibilities:
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
