Affluent Relationship Manager – Axis Bank Job Vacancy
Published date: 2026/11/08
- Location: Rohtak, Haryana, India
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Job Responsibilities:
• 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
• Enrich relationships and garner higher wallet share through customer engagement activities
• Achieve targets as assigned by the organization on a monthly basis
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Record and track all engagement activities through the CRM system
• Acquire new customers by converting referral leads
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Job Requirements:
• Ability to handle pressure and meet deadlines
• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Good networking and relationship building skills
• Knowledge of banking products and services
Qualification & Experience:
• Graduation/ Post graduation from a recognized institute
• AMFI and NCFM certifications
• 6-10 years managing High Net worth clients
Job Details:
Company: Axis Bank
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Rohtak, Haryana,IN
Application Deadline: N/A
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Job Responsibilities:
• 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
• Enrich relationships and garner higher wallet share through customer engagement activities
• Achieve targets as assigned by the organization on a monthly basis
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Record and track all engagement activities through the CRM system
• Acquire new customers by converting referral leads
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Job Requirements:
• Ability to handle pressure and meet deadlines
• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Good networking and relationship building skills
• Knowledge of banking products and services
Qualification & Experience:
• Graduation/ Post graduation from a recognized institute
• AMFI and NCFM certifications
• 6-10 years managing High Net worth clients
Job Details:
Company: Axis Bank
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Rohtak, Haryana,IN
Application Deadline: N/A
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Apply Now
jobshut.online
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