Burgundy Relationship Manager-Thane

Axis Bank; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Axis Bank is seeking a relationship professional to manage HNI clients, provide financial solutions, and deepen wallet share through cross-selling and engagement in Mumbai. You will maintain detailed customer profiles and ensure compliance with KYC/SEBI norms.

The role emphasizes high service standards, strong communication, and the ability to convert referrals into new business within a target-driven environment.

Qualifications

• Experience building and maintaining high-trust client relationships.
• Clear and effective verbal communication across stakeholders.
• Track record of meeting and exceeding sales targets.
• Strong understanding of banking products and financial markets.
• Analytical mindset with strong problem-solving skills.

Responsibilities

• Provide financial solutions to HNI customers with high service standards.
• Maintain complete customer profiles including risk, demographics and assets.
• Grow wallet share through active customer engagement.
• Deepen relationships via cross-selling bank products and third-party investments.
• Identify and pursue potential customers for tailored product proposals.
• Acquire new customers through referrals and outbound efforts.
• Meet monthly targets set by the organization.
• Record engagement activities in the CRM and ensure compliance with KYC/SEBI rules.

Skills

Client relationship management

Communication

Sales and Negotiation Skills

Financial Acumen

Problem-Solving Abilities

Job description

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients


2. Communication: Excellent verbal and communication skills for conveying complex concepts clearly


3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.


4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.


5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities

• Provide financial solutions to the HNI 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