Role & responsibilities

- The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.
- The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
- The position entails client management and acquisition with a key focus on expanding the Asset under Management.
- Provide financial solutions to the HNI customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration





- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Preferred candidate profile

- MFI and NCFM certifications
- Managing High Net worth clients
- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to multitask, adaptive and responsive towards evolving customer and organization asks.
- Good networking and relationship building skills.

Perks and advantages

📌 Walk-in || Affluent Business:Relationship Manager (Ahmedabad)
🏢 Axis Bank
📍 Ahmedabad