Depending on client’s profile we recommend investment in a mutual fund and therefore structure a portfolio most appropriately . Deal Execution: Axis execute trades on behalf of our clients through channel brokers. Relationship Managers send the orders to dealing team in a prescribed format. The onus of verifying Cash balance and there details is on Relationship Managers. There are three modes of placing an order which are listed below in the order of their preference Execution of Equity deals: Dealing team, after receiving order in prescribed format and through specified medium, sends it to the channel brokers via email. Brokers after executing the trade send the confirmation to the dealing team, which in turn is sent to the relationship managers. In exigencies, wealth managers do place order over phone, which is enabled with voice recording system. Call center team manages voice-recording system Summary of trades that are executed in a day is sent to operations team after market hours along with trade orders and confirmations for reconciliation purpose. Execution of Mutual Fund deals: Dealing team, after receiving order prescribed format and through specified medium, sends it to the operation team, which executes Mutual Fund deals.
CREDIT CARDS Core Credit Card Variants AXIS Bank formally launched its credit cards on August 3, 2006. The Bank is offering its credit cards on the Visa platform and has five core variants – Platinum, Gold Plus, and Gold. Silver Plus and Silver. Platinum Credit Card The Bank launched its Platinum Chip Credit Card in Mumbai on March 7, 2008. The Axis Bank Platinum Credit Card would be the first Chip based Platinum Credit Card in India, offering the highest level of security to their cardholders. The Platinum Credit Card is a key
45