Affluent Banking:outbound Channel

7 hours ago

Mumbai Maharashtra, India Axis Bank Full time

**Wealth RM**

**INTERNAL USAGE**:
**No. of Vacancies**:

- 1**Reports to**:

- Branch Head**Is a Team leader?**
- No**Team Size**:

- 0**Grade**:

- M- AVP**Business**:

- Affluent Banking**Department**:- Affluent Banking**Sub**Department**:

- NA**Location**:

- Per requirement**About Affluent Banking**
- 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-point**About** **the** **Role**
- 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**:

- 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

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