Relationship Manager

2 months ago


Delhi, Delhi, India Axis Bank Full time

Job Summary:

The Axis Bank is seeking an experienced Relationship Manager to lead client acquisitions and develop strong relationships with high net worth clients. The ideal candidate will have a proven track record of managing complex client situations and providing tailored financial solutions.

Key Responsibilities:

  1. Identify and acquire new high net worth clients through referrals and prospecting.
  2. Develop and maintain strong relationships with existing clients through regular engagements and risk profiling.
  3. Provide customized financial solutions to clients, including banking products and services.
  4. Collaborate with cross-functional teams to design and implement investment products aligned to client needs.
  5. Record and track all engagement activities through the CRM system.
  6. Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Qualifications:

The ideal candidate will have:

  • Graduation/Post graduation from a recognized institute.
  • 6-10 years of experience managing high net worth clients.

Role Proficiencies:

The candidate should possess:

  • Knowledge of banking products and services.
  • Ability to manage complex client situations.
  • Good communication (both verbal and written) skills in both English and the local language.
  • Ability to handle pressure and meet deadlines.
  • Good networking and relationship building skills.


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