Associate Vice President
- orate Access
- 5 - 8 yrs
- Coimbatore
- 6 years ago
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Desired Candidate Profile
"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"
Education:
UG: Any Graduate - Any Specialization
PG: MBA/PGDM - Any Specialization
Doctorate: Doctorate Not Required
Contact Details:
Keyskills: Marketing Planning Cross Selling Corporate Banking Investment Products Business Advisory Services Client Acquisition Customer Service Client Management Portfolio Management Product Research
orate Access
Corporate Access CORPORATE ACCESS Corporate Access was founded with an objective to provide consultation to Premier clients, in the domains of HR Advisory, Executive Search, Information Technology Consulting and Business Process Re-engineering. We build client organizations and help them achieve...
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