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Priority Banking Relationship Manager

3 - 8 years

4 - 9 Lacs

Jind Rewari Sonipat

Posted:13 hours ago| Platform: Naukri logo

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Skills Required

Portfolio Management HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities: - Provide financial solutions to the Priority 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.

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Axis Bank
Axis Bank
www.axisbank.com

Banking

Mumbai

Over 68,000 Employees

643 Jobs

    Key People

  • Amitabh Chaudhry

    Managing Director & CEO

  • Rajiv Anand

    Executive Director

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