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Relationship Manager - Affluent Banking

2-6 years

Mumbai

1 vacancy

Relationship Manager - Affluent Banking

Axis Max Life Insurance

posted 5mon ago

Job Description

  • A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs
  • The role involves building strong, long-lasting relationships with clients and providing exceptional customer service
  • The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets

Responsibilities

  • Client Relationship ManagementBuild and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs
  • Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions
  • Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments
  • Business DevelopmentIdentify potential affluent clients through various channels, including referrals, networking, and market research
  • Develop and execute strategies to acquire new affluent clients and grow the portfolio size
  • Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention
  • Wealth Management SolutionsRecommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs
  • Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice
  • Compliance and Risk ManagementEnsure compliance with all internal policies, procedures, and regulatory guidelines
  • Monitor and manage potential risks within the portfolio, working to mitigate any adverse effects on clients' investments
  • Team CollaborationCollaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients
  • Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues

Requirements

  • Bachelor's degree in finance, economics, business, or a related field
  • Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service
  • Strong knowledge of financial products, investment strategies, and wealth management solutions
  • Excellent communication and interpersonal skills to establish and maintain client relationships effectively
  • Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions
  • Knowledge of relevant banking regulations

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

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Axis Max Life Insurance Interview Questions & Tips

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What people at Axis Max Life Insurance are saying

4.1
 Rating based on 121 Relationship Manager reviews

Likes

Great palace to work, supervisor's/hierarchy level staff is friendly, great work and personal life balance, only issue is salary/insensitive is less as early I had expected

  • Skill development - Good
  • +4 more
Dislikes

Some salary and incentives

Read 121 Relationship Manager reviews

Relationship Manager salary at Axis Max Life Insurance

reported by 498 employees
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₹1.1 L/yr - ₹7 L/yr
8% less than the average Relationship Manager Salary in India
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