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Axis Bank
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Burgundy/Affluent Relationship Manager(Sr, Manager)

Burgundy/Affluent Relationship Manager(Sr, Manager)

Axis Bank

4 - 8 years

6 - 14 Lacs

kolkata asansol gangtok

Posted:1 month ago| Platform:

Apply

Skills Required

mutual funds portfolio wealth management hni private banking premier banking elite premier hni sales ultra hni pms mf preferred banking investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Client : AXIS Bank for the post of Burgundy relationship manager

Experience : 5- 12 Years

KRA :

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

Qualifications:

Graduation/ Post graduation from a recognized institute
AMFI and NCFM certifications
6-10 years managing High Net worth clients

Role Proficiencies:

Knowledge of banking products and services
Ability to manage complex client situations
Good communication (both verbal and written) skill in both English and the local language
Ability to handle pressure and meet deadlines
Good networking and relationship building skills

#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Best Regards,

Intrested candidate can share their resume on- 9776969376

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