Branch:Relationship Manager - Priority Banking

The Relationship Manager role at Axis Bank’s branch network is pivotal in driving customer engagement and expanding the bank’s asset base. As the primary point of contact for retail clients, the Relationship Manager will nurture and grow client relationships through continuous engagement and risk profiling. This role involves identifying potential customers and offering customized financial solutions tailored to their needs. The position demands working collaboratively with cross-functional teams in a fast-paced environment to deliver investment products that align with customer goals, ensuring a superior customer experience at every touchpoint.

Key Responsibilities
- Provide comprehensive financial solutions to Priority customers while upholding high service standards.
- Maintain detailed customer profiles, including risk assessments, demographics, and asset information.
- Strengthen relationships and increase wallet share through proactive customer engagement activities.
- Deepen existing client relationships by cross-selling the bank’s products and third-party investment offerings.
- Identify and target potential customers for tailored product penetration.
- Acquire new clients by converting referral leads into active accounts.
- Consistently achieve monthly targets as assigned by the organization.
- Record and monitor all client interactions and engagement activities using the CRM system.
- Ensure full compliance with KYC, SEBI regulations, and other relevant banking laws and policies.

Required Qualifications
- Graduation or post-graduation from a recognized institute.
- 6 to 10 years of experience managing High Net Worth Individuals (HNIs) or clients with significant assets.

Preferred Qualifications and Skills
- Strong knowledge of banking products, services, and financial markets.
- Ability to analyze financial statements and provide sound financial advice.
- Excellent interpersonal skills to build and maintain long-term, trust-based client relationships.
- Effective verbal and written communication skills in English and the local language.
- Proven sales and negotiation skills with a track record of meeting or exceeding targets.
- Strong analytical and problem-solving abilities to address client needs and challenges.
- Capacity to manage complex client situations and work under pressure to meet deadlines.
- Good networking and relationship-building capabilities to expand client base and deepen engagement.

This role offers the opportunity to be at the forefront of Axis Bank’s customer engagement strategy, contributing directly to the growth of the bank’s assets under management while delivering personalized financial solutions. Candidates who thrive in dynamic environments and possess a client-centric approach will find this position rewarding and impactful.