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

Axis Bank; Mumbai; On-site; INR 1,500,000 - 1,900,000; Full time

Job summary

Axis Bank in Fort, Mumbai seeks a Senior Manager to manage client relationships, deliver financial solutions, and drive cross-selling across banking products. You will maintain detailed customer profiles, ensure KYC/SEBI compliance, and nurture Burgundy client engagement for higher wallet share.

The role requires strong interpersonal, advisory, and CRM skills, with a focus on timely targets and service excellence within a banking environment.

Qualifications

• Strong interpersonal skills to build and maintain high trust and long term relationship with clients.
• Excellent verbal and communication skills for conveying complex financial concepts clearly.
• Proven track record in sales, with the ability to meet and exceed targets.
• In-depth understanding of banking products, services, and financial markets; ability to analyse financial statements and provide sound financial advice.
• Strong analytical and problem-solving skills to address needs and challenges.

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

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

Please note:

Grade: Senior Manager

Location : Fort