Relationship Manager- Priority banking

Axis Bank; Gandhinagar, Ahmedabad; On-site; INR 700,000 - 1,500,000; Full time

Job summary

Axis Bank in Gandhinagar, India is seeking a Relationship Manager to nurture client engagements, profile risk, and expand asset under management. You will identify qualified customers, offer tailored banking and investment solutions, and manage cross-sell across bank products while maintaining high service standards.

The role requires 6–10 years of experience with high net worth clients, strong English and local-language communication, and the ability to work under pressure and meet deadlines.

Qualifications

• 6-10 years managing High Net worth clients.
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication in English and local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills

Responsibilities

• Nurture client relationships through continuous engagements and risk profiling.
• Identify potential customers and provide customized solutions.
• Expand Asset under Management and manage client acquisitions.
• Provide financial solutions to Priority customers with high service standards.
• Maintain complete customer profiles including risk and assets.

Skills

Relationship management

High Net Worth clients

Banking products

Communication skills

Networking

Job description

Role & responsibilities

• 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.
• 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

Preferred candidate profile

• 6-10 years managing High Net worth clients.
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills