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Relationship Manager - Priority Banking
About the role
Priority Banking team at Axis Bank focuses on high‑net‑worth client relationship management and asset growth. The Relationship Manager nurtures client relationships, conducts risk profiling, and delivers tailored financial solutions while driving acquisition and cross‑selling to expand assets under management. Based in Jammu, on‑site role with occasional client visits.
What you’ll do
- Provide financial solutions to priority customers while maintaining high service standards
- Maintain complete customer profiles including risk, demographics, and assets
- Enrich relationships and increase wallet share through engagement activities
- Cross‑sell bank and third‑party investment products
- Identify and acquire new high‑net‑worth customers
- Achieve monthly targets
- Record engagement activities in CRM system
- Ensure compliance with KYC/SEBI regulations
What you’ll bring
- Graduation or post‑graduation from a recognized institute
- 6-10 years managing high net‑worth clients
- Knowledge of banking products and services
- Ability to manage complex client situations
- Strong communication skills in English and local language
- Ability to handle pressure and meet deadlines
- Good networking and relationship building skills
Skills
Education
Graduation