Priority Banking Relationship Manager- Axis
- Unidus Services
- 4 to 8 Yrs
- Bengaluru
- 1 month ago
- Email to a friend
- Report this job
Job Description
- HNW Portfolio Management: Acquire and manage HNW customers, enhance portfolio value, and control attrition.
- Revenue & Business Growth: Achieve monthly/yearly targets through cross-selling and increasing product penetration.
- Customer Engagement: Build strong relationships, engage with family networks, and ensure high customer retention.
- Service Excellence: Deliver quality customer service, resolve queries within TAT, and promote digital banking channels.
- Operational Compliance: Ensure error-free documentation, adhere to KYC/AML norms, and maintain process hygiene.
- Education: Graduation/ Post- Graduation
- Must have min 4- 5 years of experience in Portfolio Management, HNW Banking, and Wealth Management.
- Certifications (Preferred): AMFI, IRDA, NCFM
- Must have excellent communication skills and market awareness.
Company Description:
Axis Bank is the third largest private sector bank in India. It offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses and has a large footprint of 5000 domestic branches spread across the country. The Overseas operations of the Bank are spread over eight international offices with branches in Singapore, Dubai (at DIFC), and Gift City-IBU; representative offices in Dhaka, Dubai, Abu Dhabi, Sharjah and an overseas subsidiary in London, UK.
Location: Bangalore
About the Role:
A relationship manager is responsible for acquiring, managing, and deepening relationships with High Net Worth (HNW) customers under the Preferred Program. Enhance customer experience, increase profitability, cross-sell banking products, and acquire new Imperia relationships while ensuring superior service.
Key Responsibilities:
Qualifications and Requirements:
Employement Category:
Employement Type: Full timeIndustry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Priority Banking Relationship Manager- Axis
Contact Details:
Company: Unidus ServicesLocation(s): Bengaluru
Keyskills: banking banking sales business development sales communication customer relationship cross selling
Unidus Services
Hey There, Greetings From Unidus Services!! Urgent hiring going on with the following leading companies in the market.Life insurance and Health InsuranceBENEFITS: Training will be provided.{minimum 20 days to 30 days} Candidates from non- insurance background can apply. Medi- claim coverage...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in