Burgundy/Affluent Relationship Manager(Immediate Joiner)

Job Description

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years (Immediate Joiner Preferable) KRA : Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly Role & responsibilities For more Information or candidate who can join immediately can share their resume on- 9776969376