Job Description
About Branch Banking
With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services
About the Role
The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management responsibilities. The incumbent will lead a team of 3-5 Wealth Specialists and ensure achievement of sales targets and compliance adherence across investment products including Mutual Funds, PMS, Alternate Investments, Bonds, Unlisted Shares and other fee revenue products like Insurance and FX
Key Responsibilities
Fee Revenue Generation
.Achieve fee revenue targets through mapped RMs and personal sales efforts.
.Monitor and drive revenue performance across fee revenue products.
Sales Enablement & Support
.Drive product adoption by training and enabling sales teams and relationship managers.
.Conduct product workshops, presentations, and client meetings to support sales closures with RM
Portfolio Reviews
.Support client portfolio reviews with product insights.
.Provide tailored solutions and recommendations aligned with client needs.
RM/ AMC / Partner Engagement
.Conduct quarterly RM trainings.
.Conduct quarterly product and sales reviews with RMs and AMC partners in the assigned geography.
.Co-host investor events with fund managers in the assigned geography.
Product Strategy & Engagement
.Evaluate product shelf gaps and opportunities.
.Track performance across all investment strategies.
Customer Experience & Retention
.Address client queries and escalations related to products.
.Enhance client satisfaction by ensuring right-fit product recommendations.
Risk & Compliance Adherence
.Ensure all product pitches and communication comply with internal and regulatory norms (both verbal and written)
.Drive awareness of risk disclosures among internal teams and clients.
Performance/Input Metrics tracking
.Track product performance, client penetration, and AUM growth.
.Provide Circle and regional leadership with regular dashboards and reports on product KPIs.
Qualifications
Optimal qualification for success on the job is:
.Minimum 15 years of experience in investment product sales or client advisory roles.
.Post Graduate qualification required MBA / CA / CFA/CFP preferred
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
.Strong understanding of investment products including Mutual Funds, PMS, Alternate Investments, and Bonds.
.Proven leadership experience in managing sales teams and achieving revenue targets.
.Excellent communication, analytical, and stakeholder management skills.
With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services
About the Role
The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management responsibilities. The incumbent will lead a team of 3-5 Wealth Specialists and ensure achievement of sales targets and compliance adherence across investment products including Mutual Funds, PMS, Alternate Investments, Bonds, Unlisted Shares and other fee revenue products like Insurance and FX
Key Responsibilities
Fee Revenue Generation
.Achieve fee revenue targets through mapped RMs and personal sales efforts.
.Monitor and drive revenue performance across fee revenue products.
Sales Enablement & Support
.Drive product adoption by training and enabling sales teams and relationship managers.
.Conduct product workshops, presentations, and client meetings to support sales closures with RM
Portfolio Reviews
.Support client portfolio reviews with product insights.
.Provide tailored solutions and recommendations aligned with client needs.
RM/ AMC / Partner Engagement
.Conduct quarterly RM trainings.
.Conduct quarterly product and sales reviews with RMs and AMC partners in the assigned geography.
.Co-host investor events with fund managers in the assigned geography.
Product Strategy & Engagement
.Evaluate product shelf gaps and opportunities.
.Track performance across all investment strategies.
Customer Experience & Retention
.Address client queries and escalations related to products.
.Enhance client satisfaction by ensuring right-fit product recommendations.
Risk & Compliance Adherence
.Ensure all product pitches and communication comply with internal and regulatory norms (both verbal and written)
.Drive awareness of risk disclosures among internal teams and clients.
Performance/Input Metrics tracking
.Track product performance, client penetration, and AUM growth.
.Provide Circle and regional leadership with regular dashboards and reports on product KPIs.
Qualifications
Optimal qualification for success on the job is:
.Minimum 15 years of experience in investment product sales or client advisory roles.
.Post Graduate qualification required MBA / CA / CFA/CFP preferred
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
.Strong understanding of investment products including Mutual Funds, PMS, Alternate Investments, and Bonds.
.Proven leadership experience in managing sales teams and achieving revenue targets.
.Excellent communication, analytical, and stakeholder management skills.
💡 Quick Summary
Seeking a career-building opportunity? The RB - RP&F - Fees:City Head-Wealth Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
