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Axis Bank
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RB - Affluent Business:Relationship Manager

RB - Affluent Business:Relationship Manager

Axis Bank

8 - 12 years

8 - 12 Lacs

Mumbai Maharashtra India

Posted:1 week ago| Platform: Foundit logo

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Skills Required

ncfm certified amfi certified Banking Products

Work Mode

On-site

Job Type

Full Time

Job Description

Client relationship management

Communication

Sales and Negotiation Skills

Financial Acumen:

Problem-Solving Abilities:

Key Responsibilities:

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 Banks 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:

Optimal qualification for success on the job is:

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

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

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 multitask, adaptive and responsive towards evolving customer and organization asks.
Good networking and relationship building skills.

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