RB - Affluent Business:Associate Partner | AxisBank Job

• Acquire and onboard new Emerging HNI / Burgundy Private clients as per assigned acquisition targets.
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Drive compliant revenue growth across investment, lending, liability, and fee-based products by maximizing wallet share through need-based cross-sell fulfilling the banking, financial and wealth management needs of the mapped customers.
• Grow the deposits book (SA, TD, CA) and achieve MDAB growth targets.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, Provide inputs to the product and research team for any new products that the customer requires
• Conduct monthly client connects and portfolio reviews as per benchmarks and Recommend products & services as per client financial needs and risk profile

Optimal qualification for success on the job is:

• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI & IRDA certification

For successful execution of the job, a candidate should possess the following:

• Knowledge of Financial markets
• Knowledge of Banking & Investment products & services
• Ability to work effectively across functions and demonstrated ability to coach and mentor others
• Ability to prioritize and make decisions in a fast-paced environment
• Ability to work as a part of team and contribute towards team goals
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts