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Hiring companyAXIS BANK LTD.
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Affluent Business Relationship Manager
Thane,India Full-time On-site
About the role
Affluent Business at Axis Bank serves High Net Worth Individuals with tailored wealth management and banking solutions. The Relationship Manager nurtures client relationships, conducts risk profiling, and designs customized financial products to grow assets under management. Based in Thane, on-site work model, responsible for client acquisition, cross‑selling, and meeting monthly targets while ensuring compliance with KYC and SEBI regulations.
What you’ll do
- Provide customized financial solutions to HNI clients
- Maintain comprehensive client risk and asset profiles
- Drive cross‑selling of bank and third‑party investment products
- Identify and acquire new high‑net‑worth customers
- Achieve monthly sales and AUM targets
- Record client interactions in CRM system
- Ensure compliance with KYC/SEBI regulations
What you’ll bring
- 8-12 years experience
- Graduation/Post‑graduation
- AMFI certification
- NCFM certification
- 6-10 years managing HNI clients
Skills
Client relationship managementFinancial analysisSales negotiationRisk profilingCross‑sellingKYC compliance
Education
Graduation/Post‑graduation