Job Description: Responsible for revenue generation by offering the products like MF,LI,Axis Direct/Alternate Products and other cross sell products Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business Job Responsibilities: 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 Serve as a dedicated single point of contact for 75-100 HNWI clients Review individual account relationships to determine the banking and investment needs of clients Identify the risk profile of the customer Job Requirements: Build knowledge on available products – Coordinate with IAG/Product/research group V. Client Acquisition 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.) 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 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 Job Details: Company: Axis Bank Vacancy Type: Full Time Job Location: Kochi, Kerala, India Application Deadline: N/A Apply Here getyourvacancy.com
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