PUNE · FULLTIME
Burgundy Relationship Manager - Pune
Axis Bank
Pune · onsite · Posted 4d ago
Sourced from
₹11.0L - ₹21.0L PA5–10 yrsfulltimePune
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Section · 01
About this role
Core Job Responsibilities
- Portfolio Management: Handle a portfolio of roughly 75 to 100 HNWI clients, reviewing accounts and monitoring wealth goals.
- Wealth & Investment Advisory: Provide guidance on equity, commodity, currency, structured products, mutual funds, and curated wealth portfolios.
- Client Acquisition & Cross-Selling: Acquire new affluent clients through networking, referrals, and cross-selling banking, asset, and loan products.
- Compliance & Documentation: Ensure proper KYC preparation, risk profiling, and regulatory compliance
Location - Pune
Pls share your updated cv at [email removed].
Regards,
Manali
Sourced from naukri
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Section · 02
Skills
HNIHNWWealth Management
Section · Company
About Axis Bank
Axis Bank
Banking
104.5k+
employees
1993
33 years old
Mumbai, Maharashtra
India
₹11L – ₹21L PA
This role
About
Axis Bank is the third largest private sector bank in India offering the entire spectrum of financial services for personal & corporate banking.
Industries
BankingFinancial Services
Employee ratings
33,210 reviews
3.6/ 5
Culture
3.4
Career growth
3.2
Work-life
3.4
Employees rate it well for
Work Culture2698Work Life Balance2255Salary2228Work Environment1726Senior Management1412
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