Burgundy Relationship Manager (Bandra | Chembur | Ghatkopar)

Dear Candidate,

Axis Bank!

Burgundy Relationship Manager

If you are passionate about wealth management, client engagement, and managing High Net Worth Individual (HNI) relationships, this is an excellent opportunity to grow with one of India's leading private sector banks.

About Affluent Business

Axis Bank's Affluent Business caters to High Net Worth Individuals through a comprehensive suite of wealth management, investment, banking, lending, and financial solutions. The business combines personalized relationship management with expert financial advisory to deliver a superior customer experience.

Role: Burgundy Relationship Manager

Key Responsibilities

• Manage and deepen relationships with Burgundy/HNI customers.
• Acquire new affluent customers through referrals and networking.
• Increase Assets Under Management (AUM) and wallet share.
• Cross-sell banking, investment, and wealth products.
• Conduct risk profiling and provide customized financial solutions.
• Ensure superior customer service and relationship engagement.
• Maintain compliance with KYC, regulatory, and internal guidelines.

Preferred Candidate Profile

Graduation/Post Graduation from a recognized institute

AMFI & NISM/NCFM Certification preferred

6-10 years of experience in Wealth Management, Private Banking, Priority Banking, Affluent Banking, or HNI Relationship Management

Strong knowledge of investment products, mutual funds, insurance, and banking solutions

Excellent relationship management and sales skills

Location

Bandra

Chembur

Ghatkopar

Why Join Axis Bank?

• Premium Wealth & Affluent Banking Segment
• Opportunity to manage a high-value customer portfolio
• Career progression in Wealth Management & Retail Banking
• Attractive incentives and performance-driven culture

Interested candidates may share their updated resume or apply directly through Naukri.