
Website Axis Bank
Job Description:
The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.
Job Responsibilities:
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Achieve targets as assigned by the organization on a monthly basis
- Identify potential customers who can be sold tailored products to enhance product penetration
- Record and track all engagement activities through the CRM system
- Deepen the existing relationships by cross selling the Bank’s products and services/ third party investment products
- Provide financial solutions to the Priority customers while maintaining high service standards
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
- Acquire new customers by converting referral leads
Job Requirements:
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines
- Ability to manage complex client situations
- Good networking and relationship building skills
- Knowledge of banking products and services
Qualification & Experience:
- Graduation/ Post graduation from a recognized institute
- 6-10 years managing High Net worth clients
Job Details:
Company: Axis Bank
Vacancy Type: Full Time
Job Functions: Customer Service
Job Location: Nandpur, Punjab, India
Application Deadline: N/A
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