We are looking for a highly skilled and experienced Relationship Manager to join our Affluent Banking team. The ideal candidate will have a strong background in sales and relationship management, with a focus on driving business growth through effective client relationships.
Roles and Responsibility
- Develop and maintain strong relationships with high net worth individuals to identify current business opportunities.
- Collaborate with internal teams to deliver tailored banking solutions that meet clients' financial goals.
- Identify cross-sell and upsell opportunities across various products and services.
- Provide exceptional customer service to ensure client satisfaction and retention.
- Stay up-to-date with industry trends and competitor activity to inform sales strategies.
- Work closely with the sales team to achieve monthly and quarterly targets.
Job Requirements
- Proven experience in sales and relationship management,
preferably in the banking or insurance industry.
- Strong understanding of wealth management products and services, including investment planning and portfolio management.
- Excellent communication and interpersonal skills, with the ability to build rapport with high net worth individuals.
- Ability to work in a fast-paced environment and consistently meet sales targets.
- Strong analytical and problem-solving skills, with attention to detail and accuracy.
- Experience working with Axis Bank's Affluent Banking Team is an added advantage.
Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Relationship Manager - Affluent Banking (Karnataka)
🏢 Axis Max Life Insurance
📍 Karnataka
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