AVC : SKY - Wealth RM

AVC : SKY - Wealth RM

INTERNAL USAGE :

No. of Vacancies : 1Manager : AVC : SYK - Unit Manger - Wealth

Is a Team leaderNoTeam Size : NA

Grade :

Business : Retail BankingDepartment : Axis Virtual CentreSub-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 :

Role Proficiencies :

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

Skills Required

Amfi, IRDA, Pms, Financial Acumen