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Affluent Relationship Manager – Axis Bank Job Vacancy

    Website Axis Bank

    Job Description:

    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

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    Job Responsibilities:

    • 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
    • Enrich relationships and garner higher wallet share through customer engagement activities
    • Achieve targets as assigned by the organization on a monthly basis
    • Maintain complete customer profile including the risk profile, demographics and assets in the bank
    • Record and track all engagement activities through the CRM system
    • Acquire new customers by converting referral leads
    • Provide financial solutions to the Burgundy customers while maintaining high service standards
    • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

    Job Requirements:

    • Ability to handle pressure and meet deadlines
    • Good communication (both verbal and written) skill in both English and the local language
    • Ability to manage complex client situations
    • Good networking and relationship building skills
    • Knowledge of banking products and services

    Qualification & Experience:

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

    Job Details:

    Company: Axis Bank

    Vacancy Type: Full Time

    Job Functions: Banking

    Job Location: Rohtak, Haryana,IN

    Application Deadline: N/A

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