Role Overview:

The Priority Banking Relationship Manager (RM) is responsible for managing and growing a portfolio of high-value customers by delivering personalized financial solutions, enhancing customer experience, and driving revenue through cross-selling of banking and investment products.

Key Responsibilities:

1. Portfolio Management

- Manage a portfolio of Priority Banking customers (HNI/affluent segment)
- Deepen relationships through regular engagement and financial planning discussions
- Ensure high levels of customer satisfaction and retention

2. Revenue Generation

- Achieve targets for CASA, Wealth, Insurance, and Lending products
- Drive cross-selling and up-selling across the product suite
- Maximize fee income and profitability from the portfolio

3. Customer Acquisition

- Acquire new Priority customers through referrals, leads, and market activities
- Build robust referral networks with internal teams and external partners

4. Wealth Management Advisory

- Provide customized investment solutions (Mutual Funds, Insurance, Bonds, etc.)
- Understand customer financial goals and risk appetite
- Coordinate with product specialists for advisory support

5. Service Excellence

- Ensure quick resolution of customer queries and complaints




- Deliver superior banking experience with a focus on relationship building
- Maintain service quality standards as per bank norms

6. Compliance & Risk Management

- Adhere to KYC/AML guidelines and regulatory requirements
- Ensure proper documentation and audit compliance
- Maintain confidentiality and data security of customer information

Key Performance Indicators (KPIs):

- Portfolio growth (AUM & Liabilities)
- Revenue & fee income
- Cross-sell ratio
- Customer acquisition numbers
- Customer satisfaction scores
- Compliance adherence

Eligibility Criteria:

Education:

- Graduate/Postgraduate in any discipline (MBA/Finance preferred)

Experience:

- 3-7 years of experience in Banking/Wealth Management/Relationship Management
- Prior experience in handling HNI/affluent clients preferred

Required Skills:

- Strong relationship management and interpersonal skills
- Sales and target-driven mindset
- Good knowledge of banking and investment products
- Excellent communication and negotiation skills
- Customer-centric approach

Preferred Profile:

- Certifications like NISM/IRDA will be an added advantage
- Experience in Priority/Wealth Banking segment
- Local market knowledge and network

📌 Priority Banking Relationship Manager (Panipat)
🏢 Axis Bank
📍 Panipat