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    Relationship Manager - Kolkata, India - Axis Bank

    Axis Bank
    Axis Bank Kolkata, India

    6 days ago

    Axis Bank background
    Description
    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

    About Branch Banking:

    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.

    Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services.


    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 ResponsibilitiesProvide financial solutions to the Priority customers while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankEnrich relationships and garner higher wallet share through customer engagement activitiesDeepen the existing relationships by cross selling the Bank's products and services/ third party investment productsIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply 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 institute6-10 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 servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship building skills
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