Axis Bank Hiring CA, Postgraduates

Overview:

Axis Bank is seeking an experienced RB – Affluent Business: Managing Partner at their Delhi location. The role would also manage, and provide guidance and leadership to a team of 5-7 Partners and Senior Partner who would individually manage UHNI client relationships.

The complete details of this job are as follows:

Roles and Responsibilities

• Create and operationalise the plan for acquiring new-to-bank high value customer relationships for self and team
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers and team
• Provide inputs to the product and research team for any new products that the customer requires
• Recommend products and services as per client financial needs and risk profile.

Qualifications:

• Optimal qualification for success on the job is:
• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI and IRDA certification

Role Proficiencies:

• For successful execution of the job, a candidate should possess the following:

Knowledge

• Knowledge of Financial markets
• Knowledge of Banking and Investment products and services

Abilities

• Ability to work effectively across functions and demonstrated ability to coach and mentor others
• Ability to prioritize and make decisions in a fast-paced environment
• Ability to work as a part of team and contribute towards team goals
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts)

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