Priority Banking - Relationship Manager

Axis Bank; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Axis Bank is seeking an experienced Relationship Manager to manage and grow a portfolio of High Net Worth (HNI) customers in Bandra Cluster, Mumbai. The role focuses on customer acquisition, relationship deepening, and wealth management through cross-selling banking and investment products.

You will deliver an exceptional customer experience, maintain CRM records, and ensure regulatory compliance. Candidates should have 6–10 years in Priority Banking or related roles and be fluent in English and

Qualifications

• Strong client relationship and stakeholder management.
• Excellent communication and sales skills.
• Good understanding of banking, wealth, and investment products.
• Ability to identify customer needs and provide suitable financial solutions.
• Strong networking, problem-solving, and target-orientation.

Responsibilities

• Manage and grow relationships with Priority/HNI customers.
• Acquire new customers through referrals and market sourcing.
• Increase wallet share through investments, insurance, and banking products.
• Provide customized financial and wealth solutions based on customer needs.
• Achieve business targets across liabilities, investments, and third-party products.
• Maintain customer profiles, CRM records, and regulatory compliance (KYC/SEBI)

Skills

Strong client relationship

Excellent communication

Banking wealth products

Identify customer needs

Networking and target orientation

Education

Graduate/Postgraduate degree

Job description

About the Role

We are looking for an experienced Relationship Manager to manage and grow a portfolio of High Net Worth (HNI) customers. The role involves customer acquisition, relationship deepening, wealth management, cross-selling banking and investment products, and delivering an exceptional customer experience

Key Responsibilities

• Manage and grow relationships with Priority/HNI customers.
• Acquire new customers through referrals and market sourcing.
• Increase wallet share through investments, insurance, and banking products.
• Provide customized financial and wealth solutions based on customer needs.
• Achieve business targets across liabilities, investments, and third-party products.
• Maintain customer profiles, CRM records, and regulatory compliance (KYC/SEBI)

Desired Skills

• Strong client relationship and stakeholder management.
• Excellent communication and sales skills.
• Good understanding of banking, wealth, and investment products.
• Ability to identify customer needs and provide suitable financial solutions.
• Strong networking, problem-solving, and target-orientation.

Eligibility

• Graduate/Postgraduate from a recognized institution.
• 6-10 years of experience in Priority Banking, Wealth Management, Private Banking, or HNI Relationship Management.
• Proficiency in English and local language.

Location: Bandra Cluster

Industry: Banking & Financial Services

Role: Relationship Manager | Priority Banking | Wealth Management

This version is concise and optimized for a Naukri posting while retaining the key attraction points for experienced RM/HNI candidates.