Role & responsibilities

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
2. Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly
3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
5. Problem-Solving Abilities: Robust analytical and problem-solving skills to address needs and challenges.

Key Responsibilities:

- 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
- 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

Please note:

Grade: Senior Manager

Location : Fort

📌 Walk-in || Interview Drive - Affluent Business Relationship Manager - Fort (Thane)
🏢 Axis Bank
📍 Thane