RB - Affluent Business:Wealth Management Strategy

• Drive investment throughput across Mutual Funds and Alternate products through strategic interventions across Burgundy, NRI & Priority segments. This will include:
  • Analysis of data to review patterns across customer segments and recommend suitable strategy to the respective business for increasing investment coverage.
  • Provide valuable insights on industry trends and data analysis to Wealth Specialists and Relationship Management Team.
  • Usage of digital channels to increase investment penetration in Burgundy, NRI & Priority segments that are non-starters to investment.
  • Provide investment product and process support to the Burgundy, NRI & Priority segments.
• Work with Axis Group partners like ASL, Axis AMC and Axis Capital to make available suitable products to Burgundy, NRI & Priority segments and to increase throughput & revenue.
• Work with technology and business product teams to introduce new processes/ enhance existing processes for a better client experience.
• Perform root cause analysis of customer and coverage team pain points and work towards eliminating bottlenecks.
• To keep abreast with the regulatory changes in the investment industry and to work with Compliance to ensure implementation across segments.
• To act as a liaison between the Coverage Team and Asset Management Companies for resolution of client issues, product trainings, operational issues, etc.
• To identify training needs of the RMs and Wealth Specialists of Burgundy, NRI and Priority segments. Work with various stakeholders like TPP, Operations and Training team to ensure delivery.
• Work with ABR and BIU to design smart metrics to measure productivity of the segments and analyze customer behaviour trends.

. Ability to work with experienced team.

. Strong written & oral communication skills

. Excellent analytical & problem-solving skills

. Hardworking, diligent with a strong knowledge of investment regulations, guidelines, and policies

. Highly detail oriented,

Post graduate degree in business / finance / risk management, or a related field.

Extensive overall experience 15 years with experience in investments, sales strategy.