Hiring For Burgundy Relationship Manager - Bangalore

Axis Bank; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Axis Bank in Bengaluru seeks a Relationship Manager to nurture HNI client relationships through ongoing engagements and risk profiling. You will identify potential customers and design tailored investment solutions to expand Asset under Management, working with cross-functional teams to deliver superior service.

Key duties include maintaining complete client profiles, deepening relationships via cross-selling, acquiring new customers from referrals, and recording activities in the CRM while

Qualifications

• Experience in managing high-net-worth client relationships
• Excellent communication and ability to convey complex financial concepts clearly
• Proven sales track record with ability to meet and exceed targets
• Strong understanding of banking products, services, and financial markets
• Analytical and problem-solving skills to address client needs

Responsibilities

• Provide financial solutions to HNI clients while maintaining high service standards
• Maintain complete client profiles including risk profile, demographics and assets
• Enrich relationships and increase wallet share through client engagement activities
• Deepen relationships by cross-selling the Bank's products and third-party investment offerings
• Identify potential customers and tailor products to enhance penetration
• Acquire new clients through referrals
• Achieve monthly targets as assigned
• Record and track all engagement activities through the CRM
• Comply with KYC/SEBI rules and regulations governing the Bank

Skills

Client relationship management

Communication

Sales and Negotiation

Financial Acumen

Problem-Solving

Tools

CRM system

Job description

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 entitles 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 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 financial 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 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