Job Description

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About Affluent Banking

Affluent banking 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. It gives a highly personalized services with an expertise driven approach of an investment

house with the great stability and immaculate execution. Affluent Business offer a gamut of different

product offerings tailor-made to its customers with seamless touch-point

About the Role

Provide financial solutions to the Burgundy 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

Key Responsibilities



Qualifications

Optimal qualification for success on the job is:

Graduation/ Post graduation from a recognized institute

AMFI and NCFM certifications

6-10 years managing High Net worth clients

Role Proficiencies:

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



About Axis

Incorporated in 1994, Axis Bank is one of India\xe2\x80\x99s most trusted banks & the third largest in the private sector. At Axis Bank,

customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse

customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control

framework & a large talent pool.

The Bank has a young & engaged workforce of over 100,000 employees, with an average age of 30 years. We are an equal

opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to

chart their career, their way.

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

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