Affluent Business Investment Specialist

About the role

Affluent Business at Axis Bank serves High Net Worth Individuals with tailored wealth management solutions. The Investments Specialist leads a sales team of Affluent resources across circles, driving AUM growth, portfolio actions, and client relationship management. Responsibilities include asset allocation, portfolio monitoring, coaching RM teams on products, and sourcing investment opportunities. Chennai office, on-site work model, relocation assistance available.

What you’ll do

• Lead and manage Affluent sales team across circles
• Assist in client asset allocation and portfolio reallocation
• Coach RM teams on latest investment products and market updates
• Source and evaluate investment products for HNI clients
• Conduct client calls and educate on investment options

What you’ll bring

• 13-15 years experience in financial markets
• MBA or CA or CFA or CFP

Nice to have

• Knowledge of debt, equity, mutual funds, and alternative products
• Experience in asset allocation for HNI clients
• Ability to assess risk and investment goals
• Strong client engagement and communication skills

Skills

Education

• Graduation/Post-Graduation
• MBA
• CA
• CFA
• CFP