Axis Bank Hiring Jobs

Burgundy, the wealth management arm of Axis Bank, is seeking a motivated and bright Wealth Management Associate to join our growing team. In this role, you will play a key part in providing our clients with personalized financial advice and building long-term relationships.

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Responsibilities:

- Conduct in-depth financial needs analysis to understand client goals, risk tolerance, and investment preferences.
- Research and recommend suitable investment products and strategies aligned with client objectives.
- Prepare comprehensive financial plans and presentations, clearly outlining investment options and potential outcomes.
- Maintain meticulous client records and ensure clear communication throughout the investment process.
- Collaborate with senior wealth advisors to deliver exceptional client service.

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Skills:

- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving skills, with a keen eye for detail.
- Proficiency in financial modeling and investment research tools.
- Ability to explain complex financial concepts in a clear and concise manner.
- Self-motivated with a strong work ethic and a desire to learn.

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