Job Description
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 Banks strategy
Branches play a major role in deposit mobilization from New
To
Bank
NTB
customers
and are also core drivers of the Banks 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 experienceKey SkillsClient relationship management
Strong interpersonal skills to build and maintain high trust and long term relationship with clientsCommunicationExcellent verbal and communication skills for conveying complex concepts clearlySales and Negotiation Skills
Proven track record in sales
with the ability to meet and exceed targets
Financial Acumen
In
depth understanding of banking products
services
and financial markets
Ability to analyse financial statements and provide sound financial advice
Problem
Solving Abilities
Strong analytical and problem
solving skills to address needs and challenges
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 Banks 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
regulationsand legislation governing the BankQualifications
Optimal qualification for success on the job is
Graduation
Post graduation from a recognized institute6
10 years managing High Net worth clientsRole 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
The branches act as the face of Axis Bank for millions of retail customers and is
hence
an integral part of the Banks strategy
Branches play a major role in deposit mobilization from New
To
Bank
NTB
customers
and are also core drivers of the Banks 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 experienceKey SkillsClient relationship management
Strong interpersonal skills to build and maintain high trust and long term relationship with clientsCommunicationExcellent verbal and communication skills for conveying complex concepts clearlySales and Negotiation Skills
Proven track record in sales
with the ability to meet and exceed targets
Financial Acumen
In
depth understanding of banking products
services
and financial markets
Ability to analyse financial statements and provide sound financial advice
Problem
Solving Abilities
Strong analytical and problem
solving skills to address needs and challenges
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 Banks 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
regulationsand legislation governing the BankQualifications
Optimal qualification for success on the job is
Graduation
Post graduation from a recognized institute6
10 years managing High Net worth clientsRole 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
💡 Quick Summary
Seeking a career-building opportunity? The BranchRelationship Manager Priority Banking position is now open for candidates interested in the Bank Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
