RB - Affluent Business : Burgundy Service Relationship Manager

About Branch Banking :

With more than 4100 domestic branches spread across 26 states and 6 union territories, 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. The center of all client engagements will be to ensure superior customer experience

Key Responsibilities

• Develop and maintain business relationships with select group of customers through individualized customer service
• Handle customers queries and provide superior service to the mapped customers
• Ensure timely delivery of customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards in achieving total customer satisfaction are met e.g. timely checking of account opening documentation, opening of accounts etc.
• Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction
• Manage customer escalations and ensure customer grievance redressal
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• 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 :

Role Proficiencies :

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

#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Skills Required

CRM system, Knowledge of banking products and services