Senior Relationship Manager

About the role

Axis Bank's Affluent Business team serves High Net Worth Individuals with personalized wealth management and lending solutions. As a Senior Relationship Manager in Mumbai, you will nurture client relationships, identify potential customers, and expand the Asset under Management through tailored financial products. This on-site role requires managing complex client situations and driving business growth.

What you’ll do

• Nurture HNI client relationships through continuous engagement and risk profiling
• Identify potential customers and provide customized financial solutions
• Expand Asset under Management by deepening existing relationships
• Cross-sell bank products and third-party investment products
• Acquire new customers by converting referral leads
• Achieve monthly organizational targets
• Record and track engagement activities through CRM system
• Comply with KYC/SEBI rules and regulations

What you’ll bring

• Graduation or Post graduation from a recognized institute
• 6-10 years of experience managing High Net Worth clients
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good verbal and written communication skills in English and local language

Nice to have

• Ability to handle pressure and meet deadlines
• Strong networking and relationship building skills

Skills

Education

Graduation/ Post graduation from a recognized institute