Affluent Relationship Manager
Job details
Job description, work day and responsibilities
Company Description
Axis Bank, the third largest private sector bank in India, offers a wide range of financial services to customer segments including Large and Mid-Corporates, MSME, Agriculture, and Retail Businesses. With a large domestic footprint of 5000 branches and 15,751 ATMs & cash recyclers, as well as overseas operations in 8 international offices, Axis Bank provides Corporate Lending, Coverage Business, Trade Finance, and Private Banking/Wealth Management offerings.
Role Description
This is a full-time on-site Affluent Relationship Manager role located in Kolkata at Axis Bank. The Affluent Relationship Manager will be responsible for managing and growing relationships with high net worth clients, providing personalized financial advice and services, and maintaining a portfolio of affluent customers. The role involves developing customized financial solutions, offering wealth management products, and ensuring high levels of customer satisfaction.
Qualifications
• Excellent communication and interpersonal skills
• Strong understanding of financial products and services
• Experience in relationship management and sales
• Knowledge of investment products and wealth management
• Bachelor's degree in Finance, Business, Economics, or a related field
• Relevant certifications such as CFP, CFA, or MBA in Finance are a plus
Company address
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Offer ID: #1015414,
Published: 2 weeks ago,
Company registered: 7 months ago