Talent.com
Branch:Relationship Manager - Priority Banking
Branch:Relationship Manager - Priority BankingConfidential • Haridwar, India
Branch : Relationship Manager - Priority Banking

Branch : Relationship Manager - Priority Banking

Confidential • Haridwar, India
9 hours ago
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.

Key Responsibilities

  • 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.
  • Skills Required

    Client Relationship Management, Communication, Financial Acumen

    Create a job alert for this search

    Manager Banking • Haridwar, India

    Related jobs
    Branch Manager (Saharanpur)

    Branch Manager (Saharanpur)

    Confidential • Saharanpur
    Responsible for achieving Sales Targets, Sales patterns in the market.Drive all business segments by diligent deployment of targets across segments. Prospecting, selling & managing channel partners ...Show more
    Last updated: 30+ days ago • Promoted
    Performance Marketer / D2C Growth Marketer (E-commerce)

    Performance Marketer / D2C Growth Marketer (E-commerce)

    Inovtor Labs • Haridwar, Uttarakhand, India
    Inovtor Labs is a multidisciplinary innovation company working at the intersection of.We build meaningful digital experiences and products - ranging from home decor and lifestyle solutions to e-com...Show more
    Last updated: 11 days ago • Promoted
    Bharat Banking : Relationship Manager - Farmer Funding

    Bharat Banking : Relationship Manager - Farmer Funding

    Confidential • Roorkee, India
    Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focu...Show more
    Last updated: 14 days ago • Promoted
    CBG : Sales Manager - Branch - Business Loans

    CBG : Sales Manager - Branch - Business Loans

    Confidential • Dehradun, India
    About Commercial Banking Group.The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. Sales Managers (SM) are a part of the Bank's sales fo...Show more
    Last updated: 7 days ago • Promoted
    Cluster Manager

    Cluster Manager

    Quotient Consultancy • dehradun, uttarakhand, in
    Leading bank Hiring Cluster Manager Branch Banking & Regional Head NRI Virtual.Interested please call MAHEK 9137263337 and share CV at quotientconsultancy@gmail. Cluster Manager Branch Banking.Show more
    Last updated: 16 days ago • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Dehradun, Uttarakhand, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show more
    Last updated: 30+ days ago • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    Confidential • Saharanpur, India
    Servicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sel...Show more
    Last updated: 12 days ago • Promoted
    Relationship Manager - Emerging Enterprises Group

    Relationship Manager - Emerging Enterprises Group

    HDFC Bank Limited • Dehradun, Uttarakhand, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more
    Last updated: 1 day ago • Promoted
    Relationship Manager

    Relationship Manager

    Petpooja • Rāipur, uttarakhand, in
    Actively sell the Petpooja Restaurant Billing Platform and associated Value-Added Services (VAS).Generate leads through cold calling, field visits, and market references. proactively approach resta...Show more
    Last updated: 4 days ago • Promoted
    Relationship Manager - RBB

    Relationship Manager - RBB

    Confidential • Dehradun
    We are seeking a customer-focused Relationship Manager – RBB to manage and grow the retail customer portfolio.The role involves deepening customer relationships, cross-selling banking products, and...Show more
    Last updated: 30+ days ago • Promoted
    Guest Relations Executive

    Guest Relations Executive

    goSTOPS • Mussoorie, Uttarakhand, India
    Guest Relations Executive / Senior Guest Relations Executive.We are looking for a Guest Relations Executive / Senior Guest Relations Executive to join our team at goSTOPS, India's fastest-growing b...Show more
    Last updated: 30+ days ago • Promoted
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    Dozti • dehradun, uttarakhand, in
    Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show more
    Last updated: 4 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Dehradun, India
    LenDenClub is one of India's largest RBI-registered peer-to-peer (P2P) lending platforms, dedicated to reshaping wealth growth through alternative financial instruments. Focusing on trust, transpare...Show more
    Last updated: 25 days ago • Promoted
    Manager, Branding and Marketing

    Manager, Branding and Marketing

    PlatinumView Home Solutions Pvt Ltd • Dehradun, Uttarakhand, India
    This is a full-time job located in Dehradun for a Manager, Financial Management.Qalification : PG Diploma in Marketing Management, Agri-Marketing, Rural Management with specialization in Marketing...Show more
    Last updated: 6 days ago • Promoted
    RB - Acquiring : Relationship Manager

    RB - Acquiring : Relationship Manager

    Confidential • Dehradun, India
    The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank.The Bank offers a wide range of cards designed for the customers' specific needs along with offer...Show more
    Last updated: 21 days ago • Promoted
    RB - Affluent Business : Relationship Manager

    RB - Affluent Business : Relationship Manager

    Confidential • Dehradun, India
    Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions....Show more
    Last updated: 30+ days ago • Promoted
    Branch : Branch Relationship Officer

    Branch : Branch Relationship Officer

    Confidential • Dehradun, India
    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...Show more
    Last updated: 25 days ago • Promoted
    Branch Manager-BRANCH BANKING-Branch Head

    Branch Manager-BRANCH BANKING-Branch Head

    Confidential • Dehradun, India
    As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service.This role dema...Show more
    Last updated: 20 days ago • Promoted