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Axis Bank

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156 Axis Bank Jobs

Wealth Relationship Manager Bangalore

4-9 years

₹ 5 - 11L/yr

Bangalore / Bengaluru

1 vacancy

Wealth Relationship Manager Bangalore

Axis Bank

posted 10d ago

Job Description



Wealth relationship Manager Bangalore



Contact : Ganesa Subramanian HR


Number / Whatsapp your resume : 8056659888


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
•    Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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:
For successful execution of the job, the candidate should possess the following:
•    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

Regards,Role & responsibilities



Preferred candidate profile



Perks and benefits




Employment Type: Full Time, Permanent

Read full job description

Prepare for Relationship Manager Wealth Management roles with real interview advice

Top Axis Bank Relationship Manager Wealth Management Interview Questions

Q1. You are Handling cash operations then how you manage operations with sales ?
Q2. How many joint holders we can process in an account in once ?
Q3. 1)How will you extend business of bank. 2) How will you pitch the customer. 3) What kind of loans are distributed in large no. now adays?
View all 488 questions

What people at Axis Bank are saying

2.8
 Rating based on 3 Relationship Manager Wealth Management reviews

Likes

Bank is very good although the skill set of driving the bank is not well verse of doing it right way

  • Skill development - Excellent
Dislikes

No work life balance

  • Salary - Poor
  • +3 more
Read 3 Relationship Manager Wealth Management reviews

Relationship Manager Wealth Management salary at Axis Bank

reported by 40 employees with 2-14 years exp.
₹5 L/yr - ₹15.2 L/yr
48% more than the average Relationship Manager Wealth Management Salary in India
View more details

What Axis Bank employees are saying about work life

based on 25.6k employees
56%
46%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Axis Bank Benefits

Submitted by Company
Loan Benefit
Insurance
Leaves
Mobile Expense Reimbursement
Meal Card
Company Car Policy
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Work From Home
Team Outings
Free Transport +6 more
View more benefits

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