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155 Axis Bank Jobs

Burgundy/Affluent Relationship Manager(Immediate Joiner)

4-8 years

Kolkata

5 vacancies

Burgundy/Affluent Relationship Manager(Immediate Joiner)

Axis Bank

posted 7hr ago

Job Description

Client : AXIS Bank for the post of Burgundy relationship manager



Experience : 5- 12 Years (Immediate Joiner Preferable)


KRA :


Revenue Generation :


- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .


Role description


- Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships


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


- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice


- Participate in development of new product/services matched to client needs basis client feedback/market intelligence


- Leverage product & investment experts to generate product specific investment ideas for clients Processes


- Ensure proper documentation for smooth transaction execution and customer service


- Ensure processes are consistent with defined compliance norms


- Prepare detailed KYC reports of client Knowledge


- Build knowledge on available products coordinate with product/investment/ advisory/research group


- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings


- Strong verbal and structured communication to ensure that the client is mentored properly Role & responsibilities



For more Information or candidate who can join immediately can share their resume on- 9776969376





Employment Type: Full Time, Permanent

Read full job description

Prepare for Affluent Relationship Manager roles with real interview advice

What people at Axis Bank are saying

2.3
 Rating based on 16 Affluent Relationship Manager reviews

Likes

nothing to like

Dislikes

pathetic work environment, late hour sitting

  • Skill development - Bad
  • +4 more
Read 16 Affluent Relationship Manager reviews

Affluent Relationship Manager salary at Axis Bank

reported by 103 employees with 3-14 years exp.
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₹5.6 L/yr - ₹15.6 L/yr
14% more than the average Affluent Relationship Manager 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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Axis Bank Mumbai Office Location

View all
Mumbai Office
Axis Bank Limited, Corporate Office, Bombay Dyeing Mills Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400 025 Mumbai
400 025

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