Wealth Manager

Axis Bank is India's third-largest private sector bank with over 5,000 branches and 13,000+ ATMs across the country. With a strong focus on retail banking, corporate banking, and wealth management, Axis Bank serves over 100 million customers. The bank's wealth management division caters to high-net-worth individuals offering customized investment solutions and advisory services.

We are seeking an experienced Wealth Manager to manage and grow a portfolio of high-net-worth clients in the Delhi NCR region. This role requires building deep client relationships, understanding wealth management needs, and offering holistic financial solutions. The ideal candidate will have strong expertise in financial products, markets, and advisory services.

• Manage relationships with HNI clients with assets under management exceeding ₹50 crores
• Provide comprehensive wealth management solutions including investments, insurance, tax planning, and estate planning
• Conduct regular portfolio reviews and rebalancing based on market conditions and client goals
• Achieve revenue targets through cross-selling of investment products including mutual funds, bonds, PMS, and AIFs
• Stay updated on market trends, economic indicators, and regulatory changes affecting wealth management
• Organize client engagement events, seminars, and networking opportunities to deepen relationships

• Bachelor's degree in Finance, Economics, Commerce, or related field; MBA or CFA preferred
• Minimum 8 years of experience in wealth management or private banking with proven AUM track record
• Strong understanding of equity markets, fixed income, mutual funds, insurance, and alternative investments
• NISM certifications (Series V-A, X-A) and other relevant regulatory certifications
• Excellent relationship management and advisory skills with HNI clientele
• Ability to work independently and achieve aggressive revenue targets
• Strong network within the affluent community in Delhi NCR region

• Competitive package between ₹20L – ₹28L per annum with uncapped performance incentives
• Manage premier clients and provide sophisticated wealth solutions with India's leading private bank
• Access to comprehensive product suite including exclusive investment opportunities
• Extensive support from product specialists, research teams, and relationship managers
• Career growth opportunities within Axis Bank's wealth and private banking divisions

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.