Chartered Accountant, CFA Vacancy at Axis Bank

Overview:

Axis Bank is hiring eligible and interested applicants for the post of RB – Affluent Business: Senior Partneat their Bangalore, Karnataka, India location. The Senior Partner manages the UHNI relationships of the Bank’s customers, their family, and business entities and provides wealth management advisory and solutions based on client’s needs and risk profile

To complete details for this job are as follows.

Role and Responsibilities:

• Create and execute the plan for acquiring new-to-bank high value customer relationships.
• 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
• 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, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship-building skills

Disclaimer: The Recruitment Information provided above is for informational purposes only. The above Recruitment Information has been
taken from the official site of the Organisation. We do not provide any Recruitment guarantee. Recruitment is to be done as per the official recruitment process of the company or organization posted the recruitment Vacancy. We don’t charge any fee for providing this Job Information. Neither the Author nor Studycafe and its Affiliates accepts any liabilities for any loss or damage of any kind arising out of any information in this article nor for any actions taken in reliance thereon.