RB - Affluent Business:Relationship Manager - NRI

8 - 12 years

25 - 30 Lacs

Posted:3 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Relationship Manager to join our team in the Affluent Business division The ideal candidate will have 2-7 years of experience in wealth management, personal banking, or business lending solutions

Roles and Responsibility
  • Provide ficial solutions to NRI customers while maintaining high service standards
  • Maintain complete customer profiles, including risk profiles, demographics, and assets in the bank
  • Build and maintain relationships with existing customers through regular communication and engagement activities
  • Identify potential customers who can be sold tailored products to enhance product penetration
  • Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies, and overseas branches
  • Achieve monthly targets as assigned by the organization
  • Record and track all engagement activities through the CRM system
  • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Job Requirements
  • Graduation from a recognized institute
  • AMFI and NCFM certifications are preferred
  • Possess knowledge of banking products and services
  • Demonstrate the ability to manage complex client situations
  • Exhibit good communication skills in both English and the local language
  • Be able to multitask, adapt, and respond to evolving customer and organizational needs
  • Have good networking and relationship-building skills
About Company

Axis Bank Limited is a leading ficial institution that provides a range of customized offerings in wealth management, personal banking, and business and lending solutions Our Affluent Business division caters to High Net Worth Individuals, offering personalized services with an expertise-driven approach

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Axis Bank logo
Axis Bank

Banking

Mumbai

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