Relationship Manager, Affluent Business

About the role

Affluent Business at Axis Bank focuses on delivering bespoke wealth management solutions to high net worth individuals. The Relationship Manager nurtures client relationships, conducts risk profiling, and designs tailored financial products to grow assets under management. Mumbai, on-site, full-time role with a focus on client acquisition and cross‑selling.

What you’ll do

• Provide financial solutions to affluent customers while maintaining high service standards
• Maintain comprehensive client 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 system
• Ensure compliance with KYC and SEBI regulations

What you’ll bring

• 8-12 years experience managing high net worth clients
• Graduation or post‑graduation from a recognized institute
• AMFI certification
• NCFM certification
• Knowledge of banking products and services
• Strong interpersonal and communication skills
• Ability to analyze financial statements
• Proven sales and negotiation track record

Skills

Education

Graduation/Post graduation