Role & Responsibilities

- Acquire, develop, and manage High-Value Current Accounts to drive CASA growth and overall portfolio profitability.
- Build and maintain strong relationships with HNI, affluent, and high-value customers, understanding their financial needs and providing customized banking solutions.
- Generate and manage Trade Finance and Forex business, including import/export transactions, foreign exchange, remittances, and related banking services.
- Identify and acquire new HNI, corporate, business, and high-value clients through networking, market mapping, referrals, and business development activities.
- Drive CASA, deposits, fee income, Trade Finance, Forex, and cross-sell opportunities across the customer portfolio.
- Cross-sell and up-sell relevant banking products, including loans, investments, insurance, wealth management, Trade Finance, and Forex solutions.
- Develop relationships with business owners, corporates, exporters, importers, professionals, and HNI clients to generate new business opportunities.
- Manage the complete customer relationship lifecycle, from acquisition and onboarding to portfolio growth and retention.
- Monitor customer profitability, transaction volumes, business potential, and portfolio performance.
- Coordinate with internal teams such as Trade Finance, Forex, Credit, Operations, and Wealth Management to deliver seamless solutions.
- Ensure adherence to KYC, AML, regulatory, and internal banking policies.
- Achieve assigned targets for customer acquisition, CASA, deposits, revenue, Trade Finance, Forex, and portfolio growth.

Preferred Candidate Profile





- Graduate/Postgraduate with 512 years of relevant experience in banking, financial services, relationship management, or business development.
- Proven experience in managing and acquiring High-Value Current Accounts, HNI, affluent, and corporate customers.
- Strong experience in Trade Finance and Forex, including import/export transactions, foreign exchange, remittances, and related banking processes.
- Good understanding of CASA, deposits, lending, Trade Finance, Forex, investments, and other fee-based banking products.
- Demonstrated ability to acquire new clients and build a strong high-value customer portfolio.
- Existing relationships/network with HNI clients, business owners, corporates, exporters, importers, and high-value customers will be an added advantage.
- Strong business development, networking, negotiation, and relationship-management skills.
- Ability to understand customer requirements and provide appropriate and customized financial solutions.
- Strong commercial acumen with a proven track record of achieving business and revenue targets.
- Excellent communication and interpersonal skills, with the ability to engage confidently with HNI, corporate, and senior business clients.
- Strong knowledge of banking compliance, KYC, AML, and regulatory requirements.
- Target-oriented, self-driven, and capable of independently managing a high-value portfolio while identifying recent business opportunities.

nterested candidates

Please share your resume at:
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Contact: +91 99030 52218

📌 Relationship Manager (New Delhi)
🏢 Axis Bank
📍 New Delhi