AB
Hiring companyAXIS BANK LTD.
Active listing
Affluent Business Relationship Manager
Mumbai,India Full-time On-site
About the role
Affluent Business at Axis Bank focuses on high net worth individuals, delivering 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. Mumbai, on-site, full-time role with a focus on client acquisition, cross‑selling, and meeting monthly targets.
What you’ll do
- Provide customized financial solutions to affluent customers
- Maintain comprehensive client risk profiles and asset records
- Expand wallet share through relationship enrichment and cross‑selling
- Identify and acquire new high net worth clients
- Achieve monthly sales and asset growth targets
- Track engagements via CRM and ensure compliance with KYC/SEBI regulations
- Collaborate with cross‑functional teams to design tailored investment products
- Deliver superior customer experience
What you’ll bring
- 8-12 years experience managing high net worth clients
- Graduation or post‑graduation from a recognized institute
- AMFI certification
- NCFM certification
- Strong interpersonal and communication skills
- Proven sales and negotiation track record
- Financial acumen in banking products and markets
- Ability to analyze financial statements
Skills
Client relationship managementFinancial analysisSales negotiationRisk profilingCross‑sellingRegulatory complianceStakeholder collaborationCustomer experience
Education
Graduation/Post‑graduation