Priority Banking Relationship Manager- Chennai, Erode, Salem, Pollachi

Axis Bank; Chennai District, Erode; On-site; INR 600,000 - 900,000; Full time

Job summary

Axis Bank in India invites applications for the Relationship Manager role in Tamil Nadu. You will nurture client relationships, identify potential customers, and provide customized investment solutions to expand Asset under Management.

You will collaborate with cross-functional teams to design tailored products while ensuring superior customer experience. The role emphasizes client management and acquisition with a focus on risk profiling, KYC/SEBI compliance, and achieving monthly targets

Responsibilities

• Provide financial solutions to Priority customers while maintaining high service standards
• Maintain complete customer profile including risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen 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

Skills

Relationship management

Client acquisition

Cross-selling

KYC/SEBI compliance

CRM usage

Tools

CRM software

Job description

About the Role:

The Relationship Manager will be responsible for nurturing 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 Priority 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