Relationship Manager – AXIS Bank Jobs

Job Description:

The Relationship Manager will be responsible for nurturing HNI 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:

• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Acquire new customers by converting referral leads
• 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
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
• Identify potential customers who can be sold tailored products to enhance product penetration
• Deepen the existing relationships by cross selling the Bank’s products and services/ third party investment products

Job Requirements:

• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Graduation/ Post graduation from a recognized institute
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
• Knowledge of banking products and services
• 6-10 years managing High Net worth clients
• AMFI and NCFM certifications

Job Details:

Company: Axis Bank

Vacancy Type: Full Time

Job Functions: Service

Job Location: Dehradun, Uttarakhand, India

Application Deadline: N/A

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