AB
Hiring companyAXIS BANK LTD.
Verified today
Relationship Manager
Mumbai Full-time On-site
About the role
Axis Bank's Affluent Business team serves High Net Worth Individuals with personalized wealth management and banking solutions. The Relationship Manager nurtures client relationships, identifies potential customers, and provides customized financial products to expand the Asset under Management. This role is based in Mumbai.
What you’ll do
- Nurture HNI client relationships through continuous engagements and risk profiling
- Identify potential customers and provide customized financial solutions
- Expand Asset under Management by deepening existing relationships
- Cross-sell bank products and third-party investment products
- Acquire new customers by converting referral leads
- Achieve monthly targets assigned by the organization
- Record and track engagement activities through the CRM system
- Comply with KYC/SEBI rules and regulations
What you’ll bring
- Graduation/Post graduation from a recognized institute
- AMFI and NCFM certifications
- 8-12 years managing High Net Worth clients
- Strong client relationship management skills
- In-depth understanding of banking products and services
Skills
Client relationship managementFinancial acumenSales and negotiationProblem-solving abilitiesBanking products knowledgeCommunication skillsNetworking skillsRisk profiling
Education
Graduation/ Post graduation from a recognized institute