Affluent Business Investment Specialist

About the role

Affluent Business at Axis Bank serves High Net Worth Individuals with tailored wealth management, personal banking, and lending solutions. As an Investment Specialist, you will lead the Affluent sales team across circles, driving AUM growth, overseeing asset allocation, portfolio monitoring, and client relationship management while coaching RM teams on products and market updates. Based in Chennai, this role is on-site, reporting to the RIC, and involves coordinating with product providers and internal research to deliver investment solutions. The position offers the opportunity to shape investment strategies for a premium client segment.

What you’ll do

• Assist in asset allocation decisions for client portfolios
• Monitor and reallocate portfolios based on risk and sales opportunities
• Coach RM teams on latest investment products and research
• Conduct regular market update calls for RMs
• Source and evaluate investment products for HNI clients
• Engage with clients to assess risk appetite and investment goals
• Coordinate with product providers for updates and feedback
• Ensure compliance with control parameters and portfolio reviews

What you’ll bring

• 10-13 years experience in financial markets
• Proven AUM growth track record
• Expertise in asset allocation and investment products
• MBA, CA, CFA, or CFP qualification
• Strong client relationship and coaching skills
• Ability to analyze risk and develop investment views
• Experience with HNI client segment
• Excellent communication and presentation abilities

Nice to have

• 10-13 years experience in financial markets
• Proven AUM growth track record
• Expertise in asset allocation and investment products
• MBA, CA, CFA, or CFP qualification
• Strong client relationship and coaching skills
• Ability to analyze risk and develop investment views
• Experience with HNI client segment
• Excellent communication and presentation abilities

Skills

Education

Post-Graduation