Burgundy/Affluent Relationship Manager- Bilaspur (Chhattisgarh)

Axis Bank; Bilaspur; Presencial; INR 1.200.000 - 2.200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Come as you are

Descripción de la vacante

AXIS Bank in India seeks an experienced Burgundy Relationship Manager to nurture HNI client relationships, identify opportunities, and deliver tailored wealth solutions. You will manage risk profiles, cross-sell bank products and third-party investments, and ensure superior service standards in a fast-paced environment.

You will work with cross-functional teams, maintain CRM records, and comply with KYC/SEBI regulations while aiming to expand assets under management and wallet share.

Formación

• Graduation or postgraduate degree from a recognized institute.
• AMFI and NCFM certifications required.
• 6–10 years of experience handling High Net Worth clients.

Responsabilidades

• Provide financial solutions to Burgundy customers with high service standards
• Maintain complete customer profiles including risk, demographics and assets
• Enrich relationships and grow wallet share through client engagement
• Deepen relationships by cross-selling bank products and third-party investments
• Identify potential customers for tailored products
• Acquire new customers from referrals
• Record and track engagement activities in the CRM
• Comply with KYC/SEBI rules and bank regulations

Conocimientos

Banking product knowledge

Client relationship management

Communication skills (English & local)

Resilience under pressure

Networking & cross-selling

Educación

Graduation/Post graduation

AMFI certification

NCFM certification

Descripción del empleo

Client : AXIS Bank for the post of Burgundy relationship manager

Experience : 5- 12 Years

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 & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the 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 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

Qualifications:

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

Role Proficiencies:

• 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'