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
Positive 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 agile priority-setting workplace
Ability to handle pressure and meet deadlines

📌 Wealth Relationship Manager Gurugram (India)
🏢 Axis Bank
📍 India