Avc:sky - Wealth Rm

2 days ago

Mumbai Maharashtra, India Axis Bank Full time

AVC:SKY - Wealth RM
INTERNAL USAGE:
No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth
Is a Team leader? No Team Size: NA
Grade:
Business: Retail Banking Department: Axis Virtual Centre Sub-Department:
Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai
About Axis Virtual Centre
Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless
experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions
via cross-sell and upsell.

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

**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:

- 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

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