Axis Bank

RB - Affluent Business:NRI Digital Relationship Manager

INTERNAL USAGE:

No. of Vacancies: Manager: Team lead NRI Relationship Manager

Is a Team leader? N Team Size:

Grade:

Business: Retail Banking Department: NRI Banking Sub-Department: NRI RM Team

Location: Mumbai

About NRI RM Team

The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank.

About the Role

NRI 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.

Key Responsibilities

• Proactively engage with NRI clients across geographies 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.
• Manage various daily critical process such as contacting customers for High Value

Transaction, Purpose of remittance and Fund Transfer etc.

• 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:

• Graduate from a recognized institute
• 5- 8 years in a relevant role/ BFSI sector
• AMFI , IRDA & PMS certified

Role Proficiencies:

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

• Knowledge of industry, technology, marketing, and product trends
• Knowledge of regulatory guidelines and norms
• Good communication (both verbal and written) skill in both English and the local language
• Ability to manage complex client situations
• Ability to manage risk and uncertainty for self within a dynamic priority-setting environment
• Ability to handle pressure and meet deadlines

About Axis

Incorporated in 1994, Axis Bank is one of India’s 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 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.