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| Job Location | Kochi |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
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 ,
Keyskills :
saleswealthmanagementbankingmutualfundsfinancialplanningcustomerserviceinvestmentproductsmilestonesprofessionalkyctaxriskwealthaccessusinessadvisyservicesadvisyservicesbusinessadvis