Talent.com
Branch : Relationship Manager - Priority Banking

Branch : Relationship Manager - Priority Banking

ConfidentialBhubaneswar, India
9 days 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

    Communication, Financial Acumen, Client Relationship Management

    Create a job alert for this search

    Manager Banking • Bhubaneswar, India

    Related jobs
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AAA Globalbhubaneswar, orissa, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 1 hour ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutBhubaneshwar, Republic Of India, IN
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundBhubaneshwar, Republic Of India, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual Fundbhubaneswar, India
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqbhubaneswar, India
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 4 days ago
    • Promoted
    CBG : CB RM

    CBG : CB RM

    ConfidentialBhubaneswar, India
    About Commercial Banking Group : .The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. The Relationship Manager will be responsible for nur...Show moreLast updated: 1 day ago
    • Promoted
    Bharat Banking : Relationship Manager - Farmer Funding

    Bharat Banking : Relationship Manager - Farmer Funding

    ConfidentialCuttack, 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 moreLast updated: 9 days ago
    • Promoted
    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    ConfidentialBhubaneswar, India
    We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relat...Show moreLast updated: 9 days ago
    • Promoted
    Branch : Branch Relationship Officer

    Branch : Branch Relationship Officer

    ConfidentialCuttack, 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 moreLast updated: 9 days ago
    • Promoted
    • New!
    Relationship Executive

    Relationship Executive

    ConfidentialBhubaneswar, India
    BFSI | Insurance | Financial Services.Build and maintain strong client relationships.Identify new business opportunities and convert leads into sales. Develop and implement sales strategies to achie...Show moreLast updated: 3 hours ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    MashreqBhubaneshwar, Republic Of India, IN
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialBhubaneswar
    Understand customer requirements accurately to provide personalized matchmaking solutions.Search, screen, shortlist, and establish contact with potential matches for members.Initiate meetings betwe...Show moreLast updated: 9 days ago
    • Promoted
    Relationship Executive

    Relationship Executive

    Auroedge Private LimitedBhubaneswar, Odisha, India
    BFSI | Insurance | Financial Services.Build and maintain strong client relationships.Identify new business opportunities and convert leads into sales. Develop and implement sales strategies to achie...Show moreLast updated: 1 day ago
    • Promoted
    Senior Relationship Manager, Priority Banking

    Senior Relationship Manager, Priority Banking

    Standard Chartered BankBhubaneswar, Odisha, India
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 13 days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    ConfidentialBhubaneswar, Kolkata, Ranchi
    Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf.Building relationships with the client & educating them about Investments.RM will be ...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers LtdBhubaneshwar, Republic Of India, IN
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 5 days ago
    • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    ConfidentialBhubaneswar, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show moreLast updated: 9 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad RekrutBhubaneshwar, Republic Of India, IN
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 4 days ago