About the role

Job Description: Grade / Title Job TitleRB – Affluent Business:Wealth Management StrategyGradeVice President / Sr. Vice President DepartmentAffluent BusinessNo. of Positions1 LocationMumbai – Worli, COReporting Authority Job NameHead : Wealth Management No. of Direct Reports3Team Size Job Description

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.

Key Relationships (Internal or External Stakeholders)Research team, Product Team, IPS IT & Ops, Compliance, Risk and Audit teams Major Competencies Required

• 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,

Academic Qualifications / Relevant Work Experience Required

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

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

RB - Affluent Business:Wealth Management Strategy

About the role

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