Affluent Relationship Manager

Axis Bank; Gandhinagar, Ahmedabad District; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Axis Bank is seeking a Relationship Manager to nurture high-net-worth client relationships through ongoing engagements and risk profiling. The RM will identify potential customers and provide customized solutions with a focus on growing the bank's assets under management.

Collaboration with cross-functional teams will help tailor investment products to client needs while ensuring superior service. The role requires handling complex client scenarios, strong English and local-language

Qualifications

• Knowledge of banking products and services.
• Ability to manage complex client situations.
• Good communication in English and local language (verbal and written).
• Ability to multitask and adapt to evolving client needs.
• Strong networking and relationship-building skills.

Responsibilities

• Nurture HNI client relationships through continuous engagements and risk profiling.
• Identify potential customers and provide tailored solutions.
• Focus on expanding Asset under Management (AUM).
• Engage with cross-functional teams to design and deliver tailored investment products.
• Acquire new customers by converting referrals and meeting monthly targets.
• Record and track all client engagements through the CRM system.
• Comply with KYC/SEBI rules, regulations, and bank policies.

Skills

Banking products

Client management

Bilingual English/Local

Multitasking

Networking

Job description

Role & responsibilities

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.

• 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 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

Preferred candidate profile

• 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.