Affluent Relationship Manager - Banking

Urgent Hiring for Affluent RM_Banking_Delhi & Noida

Axis Bank - Affluent Relationship Manager (7-11 yrs)

#BFSI Sales #Sales #Banking

Job Description :

I. Client Management/ Servicing :

- Serve as a dedicated single point of contact for 75-100 HNWI clients

- Portfolio management

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services

II. Product Advice : Leverage product experts to generate product specific investment ideas for clients

III. Processes :

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure advisory processes are consistent with defined compliance norms

- Prepare KYC reports of client