About Affluent Business:
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The position entails client management and acquisition with a key focus on expanding the Asset under Management. The center of all client engagements will be to ensure superior customer experience
Client relationship management : Excellent verbal and communication skills for conveying complex financial concepts clearly

- Financial Acumen: In-depth understanding of banking products, services, and financial markets.



Ability to analyse financial statements and provide sound financial advice.
- Provide financial solutions to the Burgundy customers while maintaining high service standards

Maintain complete customer profile including the risk profile, demographics and assets in the bank
Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
Acquire new customers by converting referral leads
Record and track all engagement activities through the CRM system
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Graduation/ Post graduation from a recognized institute
~ 6-10 years managing High Net worth clients

Knowledge of banking products and services
Positive communication (both verbal and written) skill in both English and the local language
Good networking and relationship building skills.

📌 Relationship Manager I - Business Banking (Gurugram)
🏢 Axis Bank
📍 Gurugram