A
Axis Bank
Burgundy Relationship Manager - Pune
Skills
ComplianceRegulatory Compliance
12 days ago
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Important information
Contract type:
Permanent
Salary:
₹1,100,000 – ₹2,100,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Core Job Responsibilities
- Portfolio Management: Handle a portfolio of roughly 75 to 100 HNWI clients, reviewing accounts and monitoring wealth goals.
- Wealth & Investment Advisory: Provide guidance on equity, commodity, currency, structured products, mutual funds, and curated wealth portfolios.
- Client Acquisition & Cross-Selling: Acquire new affluent clients through networking, referrals, and cross-selling banking, asset, and loan products.
- Compliance & Documentation: Ensure proper KYC preparation, risk profiling, and regulatory compliance
Location - Pune
Pls share your updated cv at [email protected].
Regards,
Manali
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