Relationship Manager

About the role

Axis Bank's Affluent Business team serves High Net Worth Individuals with personalized wealth management and lending 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 Noida.

What you’ll do

• Nurture HNI client relationships through continuous engagements and risk profiling
• Identify potential customers and provide customized solutions
• Expand the Asset under Management through client acquisition
• Enrich relationships and garner higher wallet share via engagement activities
• 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 all engagement activities through the CRM system

What you’ll bring

• Graduation/Post graduation from a recognized institute
• AMFI and NCFM certifications
• 6-10 years managing High Net Worth clients

Nice to have

• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication skills in English and local language
• Strong networking and relationship building skills

Skills

Education

Graduation/ Post graduation from a recognized institute