Axis Bank
Website:
axisbank.com
Job details:
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Company Description
Axis Bank, established in 1994, is India’s third-largest private sector bank, offering a wide range of financial services to diverse customer segments including large corporates, MSMEs, and retail businesses. With over 5,000 domestic branches, 15,751 ATMs and cash recyclers, and six Axis Virtual Centres, the bank has a significant presence across India. In addition to its domestic network, Axis Bank operates in international markets, including offices in Singapore, Dubai, London, and more, focusing on corporate lending, investment banking, and private banking services. Backed by consistent growth and robust financial performance, Axis Bank continues to be a leading player in the global financial sector.
Role Description
The Portfolio Relationship Manager will manage and strengthen client relationships within their assigned portfolio, primarily focusing on providing customized financial solutions for their needs. Key responsibilities include analyzing customers’ financial requirements, cross-selling banking and investment products, ensuring compliance with regulatory norms, preparing financial plans, and identifying opportunities to expand the portfolio by acquiring new clients. The role requires regular client interactions, reviewing portfolio performance, and providing guidance for financial growth. This is a full-time, on-site role based in Varanasi.
Qualifications
- Strong relationship management skills and the ability to maintain and build client trust
- Knowledge of financial products, including retail and corporate banking solutions, investments, loans, and wealth management services
- Analytical and problem-solving abilities to assess customer requirements and create tailored financial strategies
- Excellent communication and interpersonal skills for client interaction and cross-team collaboration
- Understanding of financial compliance and regulatory guidelines
- Proficiency in sales techniques and the ability to achieve and exceed growth targets
- Proven ability to handle a dynamic portfolio and work in a high-paced environment
- Educational qualifications in Finance, Business, Economics, or a related field; an MBA is a plus
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