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Hiring companyAXIS BANK LTD.
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Investment Specialist
Mumbai,India Full-time On-site
About the role
Affluent Business at Axis Bank serves High Net Worth Individuals with tailored wealth management solutions. The Investment Specialist leads a sales team of Affluent resources across circles, driving AUM growth, portfolio actions, and client relationship management while coaching RM teams on product expertise. Mumbai office, on-site work model, relocation assistance available.
What you’ll do
- Lead and manage Affluent sales team across circles
- Drive growth in AUM and portfolio actions
- Monitor and reallocate client portfolios for risk management
- Coach RM teams on latest investment products and market updates
- Source and evaluate investment products for HNW clients
- Conduct client calls to educate and recommend investments
- Maintain relationships with product providers and internal research
What you’ll bring
- Graduation/Post-Graduation
- MBA or CA or CFA or CFP
- 10+ years in financial markets
- Knowledge of debt, equity, mutual funds
- Asset allocation expertise
- Client engagement and risk appetite analysis
- Ability to synthesize research for RMs
Skills
Financial MarketsAsset AllocationPortfolio ManagementClient RelationshipMarket ResearchInvestment Products
Education
- Bachelor's Degree
- Master's Degree