I. Client Management/ Servicing: - Serve as a dedicated single point of contact for 75-100 HNWI clients - Portfolio management - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - 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 II. Product Advice - Leverage product experts to generate product specific investment ideas for clients III. Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure advisory processes are consistent with defined compliance norms - Prepare KYC reports of client IV. Knowledge - Build knowledge on available products - Coordinate with IAG/Product/research group V. Client Acquisition - Create and maintain specific business and marketing plan for existing/new customers - Leverage networks, partnership, and sources of leads and referrals to access prospective clients - Interact with internal referral sources to recognize qualified prospects and referral opportunities - 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 - Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups Role : Acquiring & servicing HNI Clients and building AUM for HNI business 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 Competencies Required: Fluent in English, HNI/corporate client acquisition in the areas of Equity, commodity, currency, structured products and other cross sell products . Past track record of sales performance

Ahmedabad

Bangalore

Bhubaneshwar

Chennai

Delhi NCR

Kolkata

Mumbai

Pune

Surat

Axis Bank - Affluent Relationship Manager - HNI 

Axis Bank - Affluent Relationship Manager - HNI  ,Job Description for Axis Bank - Affluent Relationship Manager - HNI  in Axis Bank in  Ahmedabad Bangalore Bhubaneshwar Chennai Delhi NCR Kolkata Mumbai Pune Surat for (5-9) years of experience. Apply Now!

Job Description for Axis Bank - Affluent Relationship Manager - HNI  in Axis Bank in  Ahmedabad Bangalore Bhubaneshwar Chennai Delhi NCR Kolkata Mumbai Pune Surat for (5-9) years of experience. Apply Now!