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34 Etmf Jobs in Kolkata

Burgundy/Affluent Relationship Manager(Immediate Joiner)

4-8 years

Kolkata

5 vacancies

Burgundy/Affluent Relationship Manager(Immediate Joiner)

Axis Bank

posted 3d 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

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What people at Axis Bank are saying

2.3
 Rating based on 16 Affluent Relationship Manager reviews

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pathetic work environment, late hour sitting

  • Skill development - Bad
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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
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