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Axis Bank logo

PBRM, NRI & Burgundy RM

6 - 11 years

5 - 15 Lacs

Nagpur Pune

Posted:4 weeks ago| Platform: Naukri logo

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Skills Required

HNI NRI Liabilities Premier Banking Private Banking Portfolio Management Priority Banking NRI Services HNI Acquisition HNI Client Handling Nri Banking Liability Products HNI Sales TPP Ultra Hni Nri Sales Preferred Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Priority Banking Relationship Manager (PBRM)

Location: Nagpur, Pune

Experience:

Industry:

Job Responsibilities:

  • Manage relationships with HNI clients and provide wealth management solutions.
  • Achieve sales and revenue targets by cross-selling banking products.
  • Ensure excellent customer service and satisfaction.
  • Develop and maintain strong client relationships.

Requirements:

  • Graduation/Post-Graduation in Finance, Business, or a related field.
  • Strong knowledge of investment products, mutual funds, and insurance.
  • Excellent communication and interpersonal skills.

Job Title: NRI Relationship Manager (NRI RM)

Location:

Experience:

Industry:

Job Responsibilities:

  • Manage and grow relationships with NRI clients.
  • Provide investment, forex, and remittance solutions.
  • Ensure compliance with banking regulations and KYC norms.
  • Generate business from NRI accounts through cross-selling banking products.

Requirements:

  • Graduation/Post-Graduation in Finance, Business, or related field.
  • Experience in handling NRI clients and products like FCNR, NRE, NRO accounts.
  • Strong understanding of global remittance and forex transactions.

Job Title: Burgundy Relationship Manager (Burgundy RM)

Location:

Experience:

Industry:

Job Responsibilities:

  • Manage a portfolio of Ultra HNI clients.
  • Provide investment and wealth management advisory.
  • Drive revenue growth by offering premium banking solutions.
  • Work closely with financial advisors and investment teams.

Requirements:

  • Graduation/Post-Graduation in Finance, Business, or related field.
  • Strong knowledge of wealth management, investments, and banking solutions.
  • Excellent relationship-building and negotiation skills.

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