Walk-in Interview-Affluent Business Relationship Manager-Nariman Point

Axis Bank; Mumbai Suburban, Thane, Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Axis Bank in Mumbai Suburban, India seeks an experienced banking professional to manage client relationships and cross-sell financial products with a focus on delivering high service standards. Build trusted advisor relationships and maintain comprehensive client profiles to tailor financial solutions.

The role emphasizes strong communication, sales aptitude, and adherence to KYC/SEBI guidelines while achieving monthly targets and maintaining CRM-led activity logs.

Qualifications

• Strong interpersonal skills to build and maintain high trust with clients.
• Excellent verbal and written communication to convey financial concepts clearly.
• Proven track record in sales with ability to meet and exceed targets.
• Deep understanding of banking products, services and financial markets.

Responsibilities

• Provide financial solutions to Burgundy 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 Bank products and third party investments.
• Identify potential customers for tailored products to enhance penetration.
• Acquire new customers by converting referral leads.
• Achieve monthly targets as assigned by the organization.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Skills

Client relationship management

Communication

Sales and Negotiation Skills

Financial Acumen

Problem-Solving Abilities

Job description

Role & responsibilities

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