Job Description

:AVC:SKY - Wealth RM
INTERNAL USAGE:
No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth
Is a Team leader? No Team Size: NA
Grade:
Business: Retail Banking Department: Axis Virtual Centre Sub-Department:
Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai
About Axis Virtual Centre
Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless
experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions
via cross-sell and upsell.About the Role
Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships.Key Responsibilities

• Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
• Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals
• Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
• Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
• Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications
Optimal qualification for success on the job is:

• Post graduate from a recognized institute
• 5- 8 years in a relevant role/ BFSI sector
• AMFI , IRDA & PMS certified

Role Proficiencies:
For successful execution of the job, the candidate should possess the following:

• Knowledge of industry, technology, marketing, and product trends
• Knowledge of regulatory guidelines and norms
• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Ability to manage risk and uncertainty for self within a dynamic priority-setting environment
• Ability to handle pressure and meet deadlines

Skills:Refer to the About Company:Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 4,594 domestic branches (including extension counters) with 11,333 ATMs & 5,710 cash recyclers spread across the country as on 31st March, 2021. The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021.The Overseas operations of the Bank are spread over eight international offices with branches at Singapore, Dubai (at DIFC) and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an Overseas subsidiary at London, UK. The international offices focus on Corporate Lending, Trade Finance, Syndication, Investment Banking and Liability Businesses

Axis Bank