Branch:Relationship Manager - Priority Banking
Axis Bank Meerut
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 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 Skills- Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
- Communication: Excellent verbal and communication skills for conveying complex concepts clearly
- Sales 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.
- Provide financial solutions to the Priority customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- 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
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply 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 institute
- 6-10 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 services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines
- Good networking and relationship building skills.
Axis BankMeerut
Job Description
About the Role
• Responsible for meeting sales targets
• Conduct presentation for existing Government employees
• Call and regularly visit for sales calls
• Retirement planning like Annuity Sales
.Manage Axis Bank branches assigned and...
Tata Mutual FundMeerut
managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area
o Align with the team on ground lead generation activities for Sales.
o Lead and supervise the team...
VG STOCK RESEARCHGhāziābād, 44 km from Meerut
Identify and reach out to potential investors, explaining our research services (Equity, F&O, Multi-bagger recommendations, and Portfolio Review).
• Relationship Management : Maintain and grow relationships with existing clients, ensuring they receive...