Axis Bank - Relationship Manager - Affluent Business

About Affluent Business:

- Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions.

- It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution.

- Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.

About the Role:

- The Relationship Manager will be responsible for nurturing HNI 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.

- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.

- The center of all client engagements will be to ensure superior customer experience

Key Skills:

- Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients

- Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly

- Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.

- Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

- 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

Qualifications:

Optimal qualification for success on the job is:

- Graduation/ Post graduation from a recognized institute

- AMFI and NCFM certifications

- 6-10 years managing High Net worth clients

Role Proficiencies:

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

- 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 multitask, adaptive and responsive towards evolving customer and organization asks.

- Good networking and relationship building skills