Saturday , August 15 2020

AXIS Bank Recruitment 2020 – Relationship Business Manager Kanpur, Uttar Pradesh

Website Axis Bank

Job Description:

  • Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
  • Identify potential investment products for clients
  • Identify the risk profile of the customer
  • Review individual account relationships to determine the banking and investment needs of clients

Job Responsibilities:

  • Build knowledge on available products ‘“ Coordinate with IAG/Product/research group
  • Ensure advisory processes are consistent with defined compliance norms
  • Ensure proper documentation for smooth transaction execution and customer service
  • Leverage product experts to generate product specific investment ideas for clients
  • Prepare KYC reports of client

Job Requirements:

  • Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups
  • Create and maintain specific business and marketing plan for existing/new customers
  • Interact with internal referral sources to recognize qualified prospects and referral opportunities
  • Leverage networks, partnership, and sources of leads and referrals to access prospective clients
  • Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
  • Refer clients seeking business advisory services to corporate banking/capital markets team

Job Details:

Company: Axis Bank

Vacancy Type: Full Time

Job Functions: Sales

Job Location: Kanpur, Uttar Pradesh, India

Application Deadline: N/A

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