Relationship Manager - Priority Banking

About the role

Priority Banking team at Axis Bank drives high‑net‑worth client growth and asset under management. The Relationship Manager nurtures client relationships, profiles risk, and delivers tailored financial solutions while cross‑selling bank and third‑party products. Mumbai office, on‑site work model, with a focus on expanding the priority customer wallet.

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 and track activities in CRM
• 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

Nice to have

• Strong client relationship management
• Excellent verbal and written communication in English and local language
• Proven sales and negotiation track record
• In‑depth knowledge of banking products and financial markets
• Ability to analyze financial statements
• Strong analytical and problem‑solving skills

Skills

Education

Graduation