AB
Hiring companyAXIS BANK LTD.
Verified today
Relationship Manager, Affluent Business
Pune,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 HNI client relationships, conducts risk profiling, and drives asset growth through customized financial products. Pune office, on-site work model, with cross‑functional collaboration to meet monthly targets and ensure superior client experience.
What you’ll do
- Provide customized financial solutions to affluent customers
- Maintain comprehensive client risk and asset profiles
- Cross‑sell bank and third‑party investment products
- Identify and acquire new HNI clients
- Achieve monthly sales and AUM targets
- Record all client interactions in CRM
- Ensure compliance with KYC and SEBI regulations
What you’ll bring
- 7-9 years experience managing high net worth clients
- Graduation or post‑graduation from a recognized institute
- AMFI certification
- NCFM certification
- Proven sales and negotiation track record
Skills
client relationship managementfinancial solutions designrisk profilingcross‑selling strategiessales negotiation
Education
Graduation/Post‑graduation