Branch:Relationship Manager - Priority Banking

Location: Mumbai

Experience: 7 - 9 Years

Job Type: Onsite

Openings: 1

About Branch Banking:

The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank’s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank’s customer engagement strategy across products and services.

About the Role:

The Relationship Manager will be responsible for nurturing 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 Skills

Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients

Communication : Excellent verbal and communication skills for conveying complex concepts clearly

Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.

Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities

Provide financial solutions to the Priority 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

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.