Burgundy Relationship Manager (Bandra | Chembur | Ghatkopar)

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

Benefits offered by this job

Attractive incentives

Job summary

Axis Bank’s Affluent Business is hiring a Burgundy Relationship Manager across premium branches in Bandra, Chembur and Ghatkopar. You will manage high net worth client relationships, grow AUM and cross-sell wealth solutions.

The role requires graduation or higher, AMFI/NISM certifications preferred, and 6–10 years in wealth or HNI relationship management. Location opportunities at Bandra, Chembur, and Ghatkopar.

Qualifications

• Graduation or higher from a recognized institute
• AMFI and NISM/NCFM certifications preferred
• 6–10 years’ experience in Wealth Management or HNI/RM roles
• Strong knowledge of investment products, mutual funds, insurance, and banking solutions
• Excellent relationship management and sales skills

Responsibilities

• Manage and deepen Burgundy/HNI relationships.
• Acquire new affluent customers through referrals and networking.
• Increase Assets Under Management (AUM) and wallet share.
• Cross-sell banking, investment, and wealth products.
• Conduct risk profiling and provide customized financial solutions.
• Ensure superior customer service and relationship engagement.
• Maintain compliance with KYC, regulatory, and internal guidelines.

Skills

Wealth Management Experience

HNI Relationship Skills

Sales Skills

Investment product knowledge

Education

Graduation / Post Graduation

AMFI Certification

NISM/NCFM Certification

Job description

Dear Candidate,

Greetings from Axis Bank!

We are hiring for the role of Burgundy Relationship Manager across our premium banking branches in Bandra, Chembur, and Ghatkopar.

About Affluent Business

Axis Bank's Affluent Business caters to High Net Worth Individuals through a comprehensive suite of wealth management, investment, banking, lending, and financial solutions. The business combines personalized relationship management with expert financial advisory to deliver a superior customer experience.

Role: Burgundy Relationship Manager

Key Responsibilities

• Manage and deepen relationships with Burgundy/HNI customers.
• Acquire new affluent customers through referrals and networking.
• Increase Assets Under Management (AUM) and wallet share.
• Cross-sell banking, investment, and wealth products.
• Conduct risk profiling and provide customized financial solutions.
• Ensure superior customer service and relationship engagement.
• Maintain compliance with KYC, regulatory, and internal guidelines.

Preferred Candidate Profile

Graduation/Post Graduation from a recognized institute

AMFI & NISM/NCFM Certification preferred

6-10 years of experience in Wealth Management, Private Banking, Priority Banking, Affluent Banking, or HNI Relationship Management

Strong knowledge of investment products, mutual funds, insurance, and banking solutions

Excellent relationship management and sales skills

Location

Bandra

Chembur

Ghatkopar

Why Join Axis Bank?

• Premium Wealth & Affluent Banking Segment
• Opportunity to manage a high-value customer portfolio
• Career progression in Wealth Management & Retail Banking
• Attractive incentives and performance-driven culture