| Job Description: Grade / Title | Â | Â |
| Â | Â | Â | Â | Â | Â | Â |
| Job Title | RB – Affluent Business:Wealth Management Strategy | Grade | Vice President / Sr. Vice President |  |  |
| Department | Affluent Business | No. of Positions | 1 | Â | Â |
| Location | Mumbai – Worli, CO | Reporting Authority Job Name | Head : Wealth Management |  |  |
| No. of Direct Reports | 3 | Team Size | Â | Â | Â |
| 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.
- Â Provide investment product and process support to the Burgundy, NRI & Priority segments.
- Â 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.
- Â Work with technology and business product teams to introduce new processes/ enhance existing processes for a better client experience.
- Â Perform root cause analysis of customer and coverage team pain points and work towards eliminating bottlenecks.
- Â To keep abreast with the regulatory changes in the investment industry and to work with Compliance to ensure implementation across segments.
- Â To act as a liaison between the Coverage Team and Asset Management Companies for resolution of client issues, product trainings, operational issues, etc.
- Â 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.
- Â Work with ABR and BIU to design smart metrics to measure productivity of the segments and analyze customer behaviour trends.
| Â | Â |
| Â | Â |
| Â | Â |
| Â | Â |
| Â | Â |
| Â | Â |
| Key Relationships (Internal or External Stakeholders) | Research team, Product Team, IPS IT & Ops, Compliance, Risk and Audit teams | Â | Â |
| 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. |  |  |
