Walk-in Drive For Burgundy Rm And Pbrm For North And West Delhi
- Axis Bank
- 5 - 10 years
- Delhi, NCR
- 4 days ago
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Job Description
Come Directly for Interview:
Date :22nd July 25
Timing : 11 AM to 1 PM
Venue : Axis Bank Limited | A-17, 2nd Floor | Panchwati, Adarsh Nagar | Azadpur, New Delhi 110033
Contact Person : Kanika Yadav (HR)
About the Role:The Relationship Manager will be responsible for nurturing 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. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience
Key Responsibilities
- Provide financial solutions to the Priority 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
Qualifications:Optimal qualification for success on the job is:
- Graduation/ Post graduation from a recognized institute
- 6-10 years managing High Net worth clients
Role Proficiencies:For successful execution of the job, the candidate should possess the following:
- 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 handle pressure and meet deadlines
- Good networking and relationship building skillsole & responsibilities:
Outline the day-to-day responsibilities for this role.
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Portfolio ManagerEmployement Type: Walk-insContact Details:
Company: Axis BankLocation(s): Delhi, NCR
Keyskills: Priority Banking HNI Wealth Management Portfolio Management Portfolio PMS Preferred Banking Advisory
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