Burgundy/Affluent Relationship Manager(Sr, Manager)- Bangalore

Axis Bank; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Affluent Business, a division within Axis Bank, seeks a Relationship Manager to nurture high-net-worth client relationships and drive revenue through tailored wealth solutions. The role emphasizes risk profiling, client engagement, and cross-selling across the bank’s products and third-party investments.

Ideal candidates will manage end-to-end client experiences, maintaining detailed profiles, complying with KYC/SEBI norms, and collaborating with cross-functional teams to deliver superior

Qualifications

• Experience in wealth management or financial services is preferred.
• Ability to manage high-net-worth client relationships with a focus on personalized service.

Responsibilities

• Nurture and manage HNI client relationships with ongoing engagements.
• Identify potential clients and provide tailored investment solutions.
• Cross-sell bank products and third-party investment opportunities to deepen wallet share.
• Maintain complete client profiles including risk profiling and assets; ensure compliance with KYC/SEBI rules.

Skills

Relationship mgmt

HNI clients

Cross-selling

CRM usage

Tools

CRM system

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 & 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.

• 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