Burgundy/Affluent Relationship Manager(Sr, Manager)- Kochi

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- 8086556030