Associate Vice President – Private Banking 292 views0 applications

I. Client Management/ Servicing:

Serve as a dedicated single point of contact for 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

Desired Profile:

Candidate should currently be working as a Private Banker

Rich experience in Wealth will be Preferred.

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