AB
Hiring companyAXIS BANK LTD.
Verified today
Affluent Business Relationship Manager
Mumbai,India Full-time On-site
About the role
Affluent Business at Axis Bank serves High Net Worth Individuals with tailored wealth management and banking solutions. The Relationship Manager nurtures HNI client relationships, conducts risk profiling, and drives asset growth through customized financial solutions. Mumbai office, on-site work model, with focus on expanding assets under management and meeting sales targets.
What you’ll do
- Provide customized financial solutions to HNI clients
- Maintain comprehensive client risk and asset profiles
- Drive cross‑selling of bank and third‑party investment products
- Identify and acquire new high‑net‑worth customers
- Achieve monthly sales and AUM targets
- Record all client interactions in CRM
- Ensure compliance with KYC and SEBI regulations
- Collaborate with cross‑functional teams to design tailored offerings
What you’ll bring
- 10-13 years experience managing high net worth clients
- Graduation or post‑graduation
- AMFI certification
- NCFM certification
- Proven sales and negotiation track record
- Strong financial acumen in banking products
- Excellent client relationship management
- Ability to analyze financial statements
Nice to have
- 10-13 years experience managing high net worth clients
- Graduation or post‑graduation
- AMFI certification
- NCFM certification
- Proven sales and negotiation track record
- Strong financial acumen in banking products
- Excellent client relationship management
- Ability to analyze financial statements
Skills
Client RelationshipFinancial AnalysisSales NegotiationBanking ProductsRisk ProfilingCross‑SellingCRM ManagementRegulatory Compliance
Benefits
- Competitive salary
- Performance bonuses
- Health insurance
- Retirement benefits
- Professional development opportunities
Education
Graduation