About the role
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 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 handle pressure and meet deadlines
• Good networking and relationship building skills
#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are
encouraged to apply'
Skills
Excel
Millions of jobs, with real people getting hired every day
Questions, answered
Click "Apply with JobAssist" – we tailor your resume and application to this role and submit it for your approval.
Yes. This role at Axis Bank was screened before publishing – we confirmed the employer before listing it.
The employer didn't disclose a salary range for this listing. JobAssist shows pay whenever it's available.
This position can be done from anywhere, with no in-office requirement.
Yes – every application is tailored from your profile and this job's requirements, and you can review and edit before it's sent.