Client Relationship Management
Act as the single point of contact for all priority customers at the branch.
Build strong long-term relationships with HNI clients to ensure trust and retention.
Understand customer needs and provide tailored financial solutions.
Business Development & Sales
Acquire new priority banking customers (meeting defined balance/investment thresholds).
Cross-sell and up-sell bank products: savings/current accounts, term deposits, loans, credit cards, mutual funds, insurance, and other wealth products.
Drive revenue growth by achieving sales and fee-income targets.
Financial Planning & Advisory
Provide customers with investment advisory and portfolio solutions.
Collaborate with product specialists (wealth managers, insurance experts) to deliver holistic financial planning.
Customer Service & Retention
Handle service requests, complaints, and escalations promptly.
Ensure high standards of customer experience for the priority segment.
Conduct regular portfolio reviews and relationship deepening meetings.
Compliance & Risk Management
Ensure all transactions are in line with KYC/AML norms and RBI regulations.
Maintain documentation and audit readiness.
Competitive fixed monthly salary + performance-linked incentives (based on revenue and portfolio growth).
Annual performance bonus.
Provident Fund (PF), gratuity, and retirement benefits.
Concessional loan facilities (home loan, car loan, personal loan, education loan).
Special employee offers on credit cards, insurance, and deposits.
Group medical insurance (self, spouse, children, sometimes parents).
Life insurance & accidental insurance cover.
Wellness programs, health camps, and annual health check-ups.
Paid annual leave, casual leave, and sick leave.
Maternity / paternity leave.
Public/festival holidays.
Training on wealth management, HNI client handling, and investment advisory.
Certifications support (e.g., NISM for mutual funds, IRDAI for insurance).
Career progression to Wealth Manager, Priority Banking Head, or Branch Manager roles.
Rewards & recognition programs for high performers.
Employee assistance program (financial counselling, mental health support).
Branch-level celebrations, cultural and sports activities.
Networking opportunities with affluent clients that can benefit career growth.
Axis Bank Limited — Company Profile Network & Presence Total Employees: ~104,400 Branches in India: 5,876 ATMs & Cash Recyclers: 13,941 Overseas Offices: 8 Rural / Semi-Urban Branches: ~47% of total branches... Read More