Share this to social mediaShow more options

Burgundy Relationship Manager

Company NameAxis Bank Company Location Delhi, Delhi, India
New Posted DatePosted 1 hour ago Number of views17 views
Be an early applicant
SaveSave Burgundy Relationship Manager at Axis Bank
Easy ApplyApply to Burgundy Relationship Manager at Axis Bank

Job description
Job Title Affluent Relationship Manager Grade SM /AVP Department Retail Banking No. of Positions
NA Location Reporting Authority Job Name Senior Affluent RM/ MARKET HEAD No. of Direct
Reports 0 Team Size 0 Job Description I.Client Management/ Servicing:
• Serve as a dedicated single point of contact for 75-100 HNWI clients
• Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax
changes, and the general financial environment, in order to advise them of the impact on their
personal/corporate wealth and bank related services
II. Product Advisory
- Leverage product experts to generate product specific investment ideas for clients
III. Processes
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
IV. Knowledge
- Build knowledge on available products – Coordinate with IAG/Product/research group
V. Client Acquisition
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
- Interact with internal referral sources to recognize qualified prospects and referral opportunities
- Participation in events to meet current and prospective clients as well as to educate clients on
investment products (e.g. investment seminar etc.)
- Refer clients seeking business advisory services to corporate banking/capital markets team
- Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups
Key Result Areas Achievement of IPG, NTB, Cross sell , hooks, CDAB Tragets. Deepening ETB
relationships. He/she would be responsible to generate revenue from the acquired customers. He/
she will also have weightage on customer feedback and training results.
Benefits Quarterly incentives Competencies Required Fluent in English, HNI/corporate client
 acquisition in the areas of Equity, commodity, currency, structured products and other cross sell
products . Past track record of sales performance Academic Qualifications Required Graduate or an
MBA Nature of Relevant Work Experience Required HNI client relationship handling
How you match
Criteria provided by job posterLearn more about how you match this job poster’s requirements.
Skills
 Match
Management
 No match
Portfolio Management
 No match
Investment Advisory
 No match
Customer Service
 No match
KYC
 No match
Banking
 No match
Investments
 No match
Affluent
 No match
Wealth Management
 No match
Retail Banking
Level of education
 Match
Master of Business Administration
Job Details
Seniority Level
Mid-Senior level

Industry
 Banking
 Financial Services
 Investment Management
Employment Type
Full-time
 Job Functions
 Finance

 Sales
 Customer Service
See less View less

Highlights


1 person at Axis Bank also worked at Orion Edutech Pvt. Ltd.

Meet the team

Previous Next


Ayushi Madan 3rd

Relationship Manager at Axis Bank
Indore, Madhya Pradesh, India
Background

Delhi University

ICICI Bank


Abhi Mehta 3rd

Relationship manager-EEG
Pratapgarh Area, India
Background

Faculty Of Management Studies-mlsu

IndusInd Bank