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RB - Affluent Business:Senior Relationship Manager

RB - Affluent Business:Senior Relationship Manager

Axis Bank

6 - 10 years

8 - 12 Lacs

Pune

Posted:1 week ago| Platform:

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Skills Required

Investment products Penetration Wealth management Personal banking Networking Relationship building Banking Customer engagement Client management CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

About Affluent Business

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points

About the Role

The Relationship Manager will be responsible for nurturing HNI 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 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
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 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"

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Axis Bank

Banking

Mumbai

Over 68,000 Employees

2073 Jobs

Key People

Amitabh Chaudhry

Managing Director & CEO
Rajiv Anand

Executive Director
Vishakha Mulye

Executive Director
Sandeep Bakhshi

Executive Director

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RB - Affluent Business:Senior Relationship Manager