Friday , August 7 2020

Senior Affluent Business Manager – AXIS Bank Careers

Website Axis Bank

Job Description:

Responsible for revenue generation by offering the products like MF,LI,Axis Direct/Alternate Products and other cross sell products
Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business

Job Responsibilities:

  • Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
  • Identify potential investment products for clients
  • Identify the risk profile of the customer
  • Review individual account relationships to determine the banking and investment needs of clients
  • Serve as a dedicated single point of contact for 75-100 HNWI clients
  • Portfolio management
  • Leverage product experts to generate product specific investment ideas for clients

Job Requirements:

  • Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups
  • Create and maintain specific business and marketing plan for existing/new customers
  • Interact with internal referral sources to recognize qualified prospects and referral opportunities
  • Leverage networks, partnership, and sources of leads and referrals to access prospective clients
  • Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
  • Refer clients seeking business advisory services to corporate banking/capital markets team

Qualification & Experience:

  •  4-5 Years
  • Preferred Industry Experience: BFSI

Job Details:

Company: Axis Bank

Vacancy Type: Full Time

Job Functions: Sales

Job Location: Bengaluru, Karnataka, India

Application Deadline: N/A

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