Wealth Relationship Manager

Axis Bank; Bengaluru; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Axis Bank in Bengaluru is seeking a Wealth Relationship Manager to manage client portfolios, drive business through cross-sell of third-party products, and build balance sheet growth in ETB/NTB relationships. The RM will collaborate with Virtual Relationship Manager to maximize reach.

The incumbent should engage with clients to understand needs, review data, and provide financial solutions while ensuring risk controls and regulatory compliance.

Qualifications

• Post graduate degree from a recognized institute.
• 5–8 years BFSI experience.
• AMFI, IRDA and PMS certifications.

Responsibilities

• Proactively engage with clients to establish financial needs and provide best solutions.
• Grow balance sheet through ETB/NTB relationships and cross-sell products.
• Achieve product-wise targets and cross-sell per demographics, lifestyle and risk profiling.
• Acquire, deepen and upgrade ETB and NTB relationships of the bank.
• Ensure granular balance-sheet growth and upgrade clients to the right segment.
• Assess risk and ensure compliance with laws, policies and governance.

Skills

Communication skills

Knowledge of financial products

Education

Post graduate from a recognized institute

5-8 years in a relevant BFSI role

AMFI, IRDA & PMS certified

Job description

Wealth relationship Manager

About the Role

Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships.

Key Responsibilities

• Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
• Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals
• Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
• Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
• Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

Optimal qualification for success on the job is:

• Post graduate from a recognized institute
• 5- 8 years in a relevant role/ BFSI sector
• AMFI , IRDA & PMS certified

Role Proficiencies

For successful execution of the job, the candidate should possess the following:

• Knowledge of industry, technology, marketing, and product trends
• Knowledge of regulatory guidelines and norms
• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Ability to manage risk and uncertainty for self within a dynamic priority-setting environment
• Ability to handle pressure and meet deadlines