Walk-in Interview Drive- Affluent Business Relationship Manager - Fort

Axis Bank; Maharashtra; On-site; INR 400,000 - 560,000; Full time

Job summary

Axis Bank in Maharashtra seeks a Client Relationship Manager to deliver financial solutions to Burgundy customers, maintaining complete profiles, and expanding wallet share through proactive engagement.

The role involves cross-selling bank products and third-party investments, identifying potential clients, and meeting monthly targets while recording activities in the CRM and ensuring KYC/SEBI compliance.

Qualifications

• Strong interpersonal skills to build and maintain high trust with clients
• Ability to convey complex financial concepts clearly
• Proven sales track record with target achievement
• Understanding of banking products and financial markets; ability to analyze statements
• Analytical problem-solving capabilities and structured thinking

Responsibilities

• Provide financial solutions to 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

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